Lake Point 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 | $16K | Buy |
332
+1
| +0.3% | +$48 | 0.01% | 127 |
|
|
2022
Q1 | $18K | Hold |
331
| – | – | 0.01% | 116 |
|
|
2021
Q4 | $19K | Buy |
331
+1
| +0.3% | +$57 | 0.01% | 123 |
|
|
2021
Q3 | $18K | Buy |
330
+1
| +0.3% | +$55 | 0.01% | 111 |
|
|
2021
Q2 | $18K | Buy |
+329
| New | +$18K | 0.01% | 127 |
|
|
2020
Q1 | $13K | Hold |
326
| – | – | 0.01% | 94 |
|
|
2019
Q4 | $16K | Buy |
+326
| New | +$16K | 0.01% | 227 |
|
|
2019
Q2 | $22K | Hold |
475
| – | – | 0.01% | 231 |
|
|
2019
Q1 | $22K | Sell |
475
-289
| -38% | -$13.4K | 0.01% | 231 |
|
|
2018
Q4 | $32K | Buy |
+764
| New | +$32K | 0.01% | 296 |
|