Linscomb Wealth’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
Q2
Sell
-7,708
Closed -$319K 300
2020
Q1
$319K Sell
7,708
-2
-0% -$83 0.03% 316
2019
Q4
$369K Buy
+7,710
New +$369K 0.02% 347