Gould Capital’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Sell |
2,596
-4,000
| -61% | -$246K | 0.11% | 53 |
|
|
2025
Q1 | $380K | Buy |
6,596
+150
| +2% | +$8.64K | 0.27% | 46 |
|
|
2024
Q4 | $370K | Sell |
6,446
-15
| -0.2% | -$860 | 0.26% | 50 |
|
|
2024
Q3 | $383K | Hold |
6,461
| – | – | 0.25% | 49 |
|
|
2024
Q2 | $364K | Sell |
6,461
-750
| -10% | -$42.2K | 0.26% | 47 |
|
|
2024
Q1 | $401K | Sell |
7,211
-105
| -1% | -$5.85K | 0.28% | 46 |
|
|
2023
Q4 | $389K | Sell |
7,316
-601
| -8% | -$32K | 0.28% | 46 |
|
|
2023
Q3 | $389K | Hold |
7,917
| – | – | 0.31% | 45 |
|
|
2023
Q2 | $407K | Hold |
7,917
| – | – | 0.31% | 46 |
|
|
2023
Q1 | $396K | Buy |
7,917
+852
| +12% | +$42.6K | 0.31% | 46 |
|
|
2022
Q4 | $333K | Buy |
7,065
+1,080
| +18% | +$50.9K | 0.27% | 50 |
|
|
2022
Q3 | $268K | Buy |
5,985
+50
| +0.8% | +$2.24K | 0.23% | 48 |
|
|
2022
Q2 | $285K | Buy |
5,935
+25
| +0.4% | +$1.2K | 0.23% | 50 |
|
|
2022
Q1 | $319K | Buy |
5,910
+690
| +13% | +$37.2K | 0.23% | 49 |
|
|
2021
Q4 | $298K | Buy |
+5,220
| New | +$298K | 0.21% | 49 |
|