Lake Street Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,658
| Closed | -$211K | – | 258 |
|
|
2025
Q1 | $211K | Hold |
3,658
| – | – | 0.03% | 233 |
|
|
2024
Q4 | $210K | Hold |
3,658
| – | – | 0.03% | 233 |
|
|
2024
Q3 | $217K | Hold |
3,658
| – | – | 0.03% | 241 |
|
|
2024
Q2 | $206K | Sell |
3,658
-5
| -0.1% | -$282 | 0.03% | 309 |
|
|
2024
Q1 | $204K | Buy |
+3,663
| New | +$204K | 0.03% | 302 |
|