GYL Financial Synergies’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
Q2
Sell
2023
Q1
$210K Sell
2022
Q4
$7.95M Buy
2022
Q3
$302K Buy
2022
Q1
Sell
2021
Q4
$694K Buy