Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $54.2K | Buy |
1,150
+563
| +96% | +$26.6K | 0.01% | 489 |
|
|
2022
Q3 | $26K | Hold |
587
| – | – | 0.01% | 485 |
|
|
2022
Q2 | $28.2K | Hold |
587
| – | – | 0.01% | 497 |
|
|
2022
Q1 | $32K | Buy |
+587
| New | +$32K | 0.01% | 528 |
|
|
2021
Q3 | $33K | Sell |
590
-385
| -39% | -$21.5K | 0.01% | 499 |
|
|
2021
Q2 | $55K | Hold |
975
| – | – | 0.02% | 441 |
|
|
2021
Q1 | $52K | Buy |
+975
| New | +$52K | 0.03% | 367 |
|