MG
MDE Group’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,839
| Closed | -$74K | – | 60 |
|
|
2014
Q2 | $74K | Sell |
1,839
-4,940
| -73% | -$199K | 0.02% | 66 |
|
|
2014
Q1 | $265K | Sell |
6,779
-12,670
| -65% | -$495K | 0.05% | 62 |
|
|
2013
Q4 | $749K | Buy |
19,449
+678
| +4% | +$26.1K | 0.13% | 13 |
|
|
2013
Q3 | $692K | Sell |
18,771
-489
| -3% | -$18K | 0.11% | 14 |
|
|
2013
Q2 | $683K | Buy |
+19,260
| New | +$683K | 0.11% | 16 |
|