J.P. Morgan Private Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,018
| Closed | -$625K | – | 1460 |
|
|
2018
Q1 | $625K | Hold |
14,018
| – | – | ﹤0.01% | 797 |
|
|
2017
Q4 | $630K | Hold |
14,018
| – | – | ﹤0.01% | 791 |
|
|
2017
Q3 | $628K | Hold |
14,018
| – | – | ﹤0.01% | 771 |
|
|
2017
Q2 | $611K | Hold |
14,018
| – | – | ﹤0.01% | 774 |
|
|
2017
Q1 | $594K | Buy |
14,018
+408
| +3% | +$17.3K | ﹤0.01% | 789 |
|
|
2016
Q4 | $552K | Hold |
13,610
| – | – | ﹤0.01% | 767 |
|
|
2016
Q3 | $560K | Buy |
13,610
+810
| +6% | +$33.3K | 0.01% | 750 |
|
|
2016
Q2 | $512K | Buy |
+12,800
| New | +$512K | 0.01% | 768 |
|