Jacobsen Capital 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
Q1 | – | Sell |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $428K | Sell |
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|
2021
Q2 | $435K | Sell |
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|
2021
Q1 | $424K | Sell |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $644K | Buy |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | $288K | Buy |
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