Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.16M | Sell |
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2018
Q2 | $2.22M | Buy |
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2018
Q1 | $2.18M | Sell |
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|
2017
Q4 | $2.27M | Buy |
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|
2017
Q3 | $2.07M | Buy |
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|
2017
Q2 | $2.03M | Buy |
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|
2017
Q1 | $1.89M | Buy |
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|
2016
Q4 | $1.75M | Sell |
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|
2016
Q3 | $1.76M | Buy |
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|
2016
Q2 | $1.71M | Buy |
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|
2016
Q1 | $1.59M | Sell |
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|
2015
Q4 | $1.54M | Buy |
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|
2015
Q3 | $1.52M | Sell |
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|
2015
Q2 | $1.82M | Sell |
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|
2015
Q1 | $2.32M | Sell |
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|
2014
Q4 | $2.37M | Buy |
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