Lake Point Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Lake Point Wealth Management’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$16K	Buy
2022 Q1	$18K	Hold
2021 Q4	$19K	Buy
2021 Q3	$18K	Buy
2021 Q2	$18K	Buy
2020 Q1	$13K	Hold
2019 Q4	$16K	Buy
2019 Q2	$22K	Hold
2019 Q1	$22K	Sell
2018 Q4	$32K	Buy