GPWA
Great Point Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,902
| Closed | -$716K | – | 60 |
|
|
2021
Q3 | $716K | Buy |
12,902
+9
| +0.1% | +$499 | 0.25% | 31 |
|
|
2021
Q2 | $722K | Sell |
12,893
-180
| -1% | -$10.1K | 0.25% | 30 |
|
|
2021
Q1 | $700K | Sell |
13,073
-1,244
| -9% | -$66.6K | 0.27% | 27 |
|
|
2020
Q4 | $747K | Buy |
+14,317
| New | +$747K | 0.32% | 28 |
|