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Gupta Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Gupta Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		$12K Hold
310
– – ﹤0.01% 822
2015
Q4 		$12K Hold
310
– – ﹤0.01% 829
2015
Q3 		$12K Hold
310
– – ﹤0.01% 860
2015
Q2 		$13K Hold
310
– – ﹤0.01% 835
2015
Q1 		$13K Buy
+310
New +$13K ﹤0.01% 700