J2 Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,372
| Closed | -$219K | – | 98 |
|
|
2023
Q1 | $219K | Sell |
4,372
-374
| -8% | -$18.7K | 0.34% | 83 |
|
|
2022
Q4 | $224K | Hold |
4,746
| – | – | 0.38% | 78 |
|
|
2022
Q3 | $213K | Sell |
4,746
-1,752
| -27% | -$78.6K | 0.4% | 70 |
|
|
2022
Q2 | $312K | Buy |
6,498
+7
| +0.1% | +$336 | 0.48% | 49 |
|
|
2022
Q1 | $350K | Buy |
6,491
+220
| +4% | +$11.9K | 0.38% | 54 |
|
|
2021
Q4 | $358K | Buy |
+6,271
| New | +$358K | 0.34% | 54 |
|