JP Morgan Private Wealth Advisors’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
Q2
Sell
2018
Q1
$625K Hold
2017
Q4
$630K Hold
2017
Q3
$628K Hold
2017
Q2
$611K Hold
2017
Q1
$594K Buy
2016
Q4
$552K Hold
2016
Q3
$560K Buy
2016
Q2
$512K Buy