Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.45K | Hold |
150
| – | – | ﹤0.01% | 439 |
|
|
2024
Q1 | $8.35K | Hold |
150
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $7.98K | Hold |
150
| – | – | ﹤0.01% | 416 |
|
|
2023
Q3 | $7.41K | Hold |
150
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $7.72K | Hold |
150
| – | – | ﹤0.01% | 410 |
|
|
2023
Q1 | $7.51K | Hold |
150
| – | – | ﹤0.01% | 411 |
|
|
2022
Q4 | $7.07K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2022
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 414 |
|
|
2022
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 425 |
|
|
2022
Q1 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 461 |
|
|
2016
Q2 | – | Sell |
-7,830
| Closed | -$304K | – | 120 |
|
|
2016
Q1 | $304K | Hold |
7,830
| – | – | 0.11% | 109 |
|
|
2015
Q4 | $304K | Buy |
+7,830
| New | +$304K | 0.11% | 109 |
|