Highline Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.6K | Hold |
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|
2025
Q2 | $27.3K | Sell |
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|
2025
Q1 | $65.5K | Hold |
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|
2024
Q4 | $65.3K | Buy |
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|
2024
Q3 | $41K | Buy |
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|
2024
Q2 | $38.9K | Buy |
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|
2024
Q1 | $38.4K | Sell |
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|
2023
Q4 | $55.7K | Sell |
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|
2023
Q3 | $63.1K | Sell |
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|
2023
Q2 | $96.8K | Sell |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $298K | Buy |
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