Ken Stern & Associates’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
Q3 | $313K | Sell |
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2018
Q2 | $413K | Sell |
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|
2018
Q1 | $434K | Buy |
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|
2017
Q4 | $386K | Sell |
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|
2017
Q3 | $430K | Buy |
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|
2017
Q2 | $290K | Buy |
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|
2017
Q1 | $267K | Sell |
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|
2016
Q4 | $417K | Buy |
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|
2016
Q3 | $372K | Buy |
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|
2016
Q2 | $315K | Buy |
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|
2016
Q1 | $284K | Buy |
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|
2015
Q4 | $252K | Buy |
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|
2015
Q3 | $231K | Buy |
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|
2015
Q2 | $232K | Buy |
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|
2015
Q1 | $211K | Buy |
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