Marino Stram & Associates’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $3.6M | Sell |
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|
2024
Q3 | $4.27M | Buy |
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|
2024
Q2 | $4.06M | Buy |
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|
2024
Q1 | $3.99M | Sell |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $3.58M | Sell |
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|
2023
Q2 | $3.82M | Buy |
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|
2023
Q1 | $3.69M | Hold |
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|
2022
Q4 | $3.48M | Sell |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $3.45M | Buy |
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|
2022
Q1 | $3.87M | Sell |
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|
2021
Q4 | $4.23M | Sell |
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|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.01M | Sell |
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|
2020
Q4 | $4M | Sell |
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|
2020
Q3 | $3.75M | Sell |
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|
2020
Q2 | $3.7M | Sell |
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|
2020
Q1 | $3.88M | Sell |
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|
2019
Q4 | $6.06M | Sell |
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|
2019
Q3 | $6.47M | Sell |
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|
2019
Q2 | $6.58M | Sell |
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|
2019
Q1 | $6.51M | Sell |
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|
2018
Q4 | $6.06M | Buy |
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|
2018
Q3 | $6.63M | Buy |
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|
2018
Q2 | $6.42M | Sell |
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|
2018
Q1 | $6.54M | Buy |
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|
2017
Q4 | $6.42M | Buy |
|