Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$1.32K | – | 86 |
|
|
2023
Q4 | $1.32K | Hold |
25
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $1.22K | Hold |
25
| – | – | ﹤0.01% | 258 |
|
|
2023
Q2 | $1.26K | Buy |
25
+9
| +56% | +$455 | ﹤0.01% | 255 |
|
|
2023
Q1 | $824 | Hold |
16
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 238 |
|
|
2022
Q3 | $1K | Buy |
16
+6
| +60% | +$375 | ﹤0.01% | 225 |
|
|
2022
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 218 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 246 |
|