Highline Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Sell |
444
-694
| -61% | -$42.7K | 0.01% | 180 |
|
|
2025
Q1 | $65.5K | Hold |
1,138
| – | – | 0.02% | 115 |
|
|
2024
Q4 | $65.3K | Buy |
1,138
+446
| +64% | +$25.6K | 0.02% | 119 |
|
|
2024
Q3 | $41K | Buy |
692
+1
| +0.1% | +$59 | 0.01% | 141 |
|
|
2024
Q2 | $38.9K | Buy |
691
+1
| +0.1% | +$56 | 0.01% | 139 |
|
|
2024
Q1 | $38.4K | Sell |
690
-357
| -34% | -$19.9K | 0.02% | 146 |
|
|
2023
Q4 | $55.7K | Sell |
1,047
-231
| -18% | -$12.3K | 0.03% | 125 |
|
|
2023
Q3 | $63.1K | Sell |
1,278
-604
| -32% | -$29.8K | 0.04% | 109 |
|
|
2023
Q2 | $96.8K | Sell |
1,882
-242
| -11% | -$12.5K | 0.06% | 98 |
|
|
2023
Q1 | $106K | Sell |
2,124
-4,202
| -66% | -$210K | 0.07% | 96 |
|
|
2022
Q4 | $298K | Buy |
+6,326
| New | +$298K | 0.22% | 81 |
|