Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$266 | – | 454 |
|
|
2023
Q4 | $266 | Hold |
5
| – | – | ﹤0.01% | 435 |
|
|
2023
Q3 | $247 | Hold |
5
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $257 | Hold |
5
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $250 | Hold |
5
| – | – | ﹤0.01% | 407 |
|
|
2022
Q4 | $236 | Hold |
5
| – | – | ﹤0.01% | 372 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 247 |
|