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Kays Financial Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Kays Financial Advisory’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$3.46M Buy
71,375
+35,506
+99% +$1.72M 0.55% 32
2020
Q2 		$1.66M Buy
35,869
+30,907
+623% +$1.43M 0.29% 47
2020
Q1 		$205K Buy
+4,962
New +$205K 0.04% 76