Hexagon Capital Partners’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
Q1 | – | Sell |
-12
| Closed | -$568 | – | 1451 |
|
|
2022
Q4 | $568 | Buy |
12
+3
| +33% | +$142 | ﹤0.01% | 1278 |
|
|
2022
Q3 | $0 | Buy |
9
+1
| +13% | – | ﹤0.01% | 1286 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1166 |
|
|
2022
Q1 | $0 | Buy |
8
+1
| +14% | – | ﹤0.01% | 914 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 842 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 842 |
|
|
2021
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 801 |
|