Harrell Investment Partners’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 |
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|
2023
Q1 | $851K | Sell |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $3.08M | Sell |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $3.94M | Sell |
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|
2021
Q3 | $4.1M | Buy |
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|
2021
Q2 | $4.02M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $1.75M | Buy |
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|
2020
Q3 | $706K | Buy |
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