GW & Wade’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.58M | Sell |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.6M | Sell |
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|
2023
Q1 | $2.65M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.84M | Hold |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.24M | Hold |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.13M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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