GYL Financial Synergies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,204
| Closed | -$210K | – | 343 |
|
|
2023
Q1 | $210K | Sell |
4,204
-164,310
| -98% | -$8.22M | 0.03% | 270 |
|
|
2022
Q4 | $7.95M | Buy |
168,514
+161,760
| +2,395% | +$7.63M | 1.72% | 17 |
|
|
2022
Q3 | $302K | Buy |
+6,754
| New | +$302K | 0.08% | 151 |
|
|
2022
Q1 | – | Sell |
-12,156
| Closed | -$694K | – | 205 |
|
|
2021
Q4 | $694K | Buy |
+12,156
| New | +$694K | 0.19% | 95 |
|