JWM
Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-242
| Closed | -$14K | – | 934 |
|
|
2021
Q4 | $14K | Buy |
242
+162
| +203% | +$9.37K | ﹤0.01% | 536 |
|
|
2021
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 709 |
|
|
2021
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 681 |
|
|
2021
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 656 |
|
|
2020
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 610 |
|
|
2020
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 190 |
|
|
2020
Q1 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 126 |
|