National Planning Corporation’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $449K | Sell |
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|
2017
Q2 | $479K | Buy |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $335K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $477K | Buy |
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|
2014
Q3 | $352K | Hold |
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|
2014
Q2 | $363K | Hold |
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|
2014
Q1 | $352K | Sell |
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|
2013
Q4 | $388K | Sell |
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|
2013
Q3 | $492K | Buy |
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|
2013
Q2 | $291K | Buy |
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