Life Planning Partners’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 |
-1,986
| Closed | -$106K | – | 73 |
|
|
2023
Q4 | $106K | Buy |
+1,986
| New | +$106K | 0.1% | 80 |
|
|
2022
Q3 | $86.5K | Hold |
1,931
| – | – | 0.1% | 72 |
|
|
2022
Q2 | $92K | Buy |
1,931
+230
| +14% | +$11K | 0.1% | 66 |
|
|
2022
Q1 | $92K | Hold |
1,701
| – | – | 0.09% | 67 |
|
|
2021
Q4 | $97K | Buy |
+1,701
| New | +$97K | 0.1% | 66 |
|