Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-220
| Closed | -$12K | – | 214 |
|
|
2021
Q3 | $12K | Hold |
220
| – | – | ﹤0.01% | 782 |
|
|
2021
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 606 |
|
|
2021
Q1 | $11K | Hold |
220
| – | – | 0.01% | 565 |
|
|
2020
Q4 | $11K | Hold |
220
| – | – | 0.01% | 560 |
|
|
2020
Q3 | $11K | Hold |
220
| – | – | 0.01% | 495 |
|
|
2020
Q2 | $10K | Hold |
220
| – | – | 0.01% | 486 |
|
|
2020
Q1 | $9K | Hold |
220
| – | – | 0.01% | 475 |
|
|
2019
Q4 | $10K | Hold |
220
| – | – | 0.01% | 529 |
|
|
2019
Q3 | $10K | Hold |
220
| – | – | 0.01% | 511 |
|
|
2019
Q2 | $10K | Hold |
220
| – | – | 0.01% | 519 |
|
|
2019
Q1 | $9K | Hold |
220
| – | – | 0.01% | 452 |
|
|
2018
Q4 | $9K | Buy |
+220
| New | +$9K | 0.01% | 439 |
|