Keebeck Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,306
| Closed | -$232K | – | 229 |
|
|
2022
Q1 | $232K | Hold |
4,306
| – | – | 0.04% | 220 |
|
|
2021
Q4 | $246K | Hold |
4,306
| – | – | 0.04% | 199 |
|
|
2021
Q3 | $239K | Hold |
4,306
| – | – | 0.05% | 191 |
|
|
2021
Q2 | $241K | Hold |
4,306
| – | – | 0.03% | 220 |
|
|
2021
Q1 | $231K | Buy |
+4,306
| New | +$231K | 0.04% | 217 |
|