LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $72K | Buy |
1,479
+34
| +2% | +$1.66K | 0.03% | 219 |
|
|
2020
Q2 | $67K | Buy |
1,445
+257
| +22% | +$11.9K | 0.03% | 218 |
|
|
2020
Q1 | $49K | Hold |
1,188
| – | – | 0.03% | 225 |
|
|
2019
Q4 | $57K | Hold |
1,188
| – | – | 0.03% | 231 |
|
|
2019
Q3 | $55K | Hold |
1,188
| – | – | 0.03% | 232 |
|
|
2019
Q2 | $55K | Buy |
1,188
+27
| +2% | +$1.25K | 0.03% | 233 |
|
|
2019
Q1 | $52K | Hold |
1,161
| – | – | 0.03% | 237 |
|
|
2018
Q4 | $48K | Buy |
1,161
+882
| +316% | +$36.5K | 0.03% | 235 |
|
|
2018
Q3 | $13K | Hold |
279
| – | – | 0.01% | 364 |
|
|
2018
Q2 | $12K | Hold |
279
| – | – | 0.01% | 362 |
|
|
2018
Q1 | $12K | Buy |
+279
| New | +$12K | 0.01% | 351 |
|