MYCIO Wealth Partners’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
Q1 | – | Sell |
-8,382
| Closed | -$401K | – | 50 |
|
|
2019
Q4 | $401K | Hold |
8,382
| – | – | 0.03% | 219 |
|
|
2019
Q3 | $386K | Hold |
8,382
| – | – | 0.03% | 209 |
|
|
2019
Q2 | $386K | Hold |
8,382
| – | – | 0.03% | 195 |
|
|
2019
Q1 | $375K | Hold |
8,382
| – | – | 0.03% | 188 |
|
|
2018
Q4 | $346K | Buy |
+8,382
| New | +$346K | 0.03% | 190 |
|