J. Arnold Wealth Management’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
2023
Q4
Sell
2023
Q3
$467K Buy
2023
Q1
Sell
2022
Q4
$408K Buy
2021
Q3
Sell
2021
Q2
$6K Hold
2021
Q1
$6K Hold
2020
Q4
$5K Buy
2020
Q3
$5K Sell
2020
Q2
$9K Buy
2020
Q1
$8K Sell
2019
Q4
$178K Buy