Laurel Wealth Advisors (California)’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
Q4
$350K Buy
+7,426
New +$350K 0.03% 454
2022
Q1
Sell
-3,545
Closed -$202K 731
2021
Q4
$202K Buy
+3,545
New +$202K 0.02% 757