MBM Wealth Consultants’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
2023
Q2
Sell
-412
Closed -$21K 109
2023
Q1
$21K Hold
412
0.01% 187
2022
Q4
$20K Buy
+412
New +$20K 0.01% 200