OAJ
Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-8,374
| Closed | -$344K | – | 63 |
|
|
2016
Q4 | $344K | Hold |
8,374
| – | – | 0.3% | 14 |
|
|
2016
Q3 | $344K | Sell |
8,374
-532
| -6% | -$21.9K | 0.3% | 14 |
|
|
2016
Q2 | $356K | Buy |
8,906
+271
| +3% | +$10.8K | 0.32% | 13 |
|
|
2016
Q1 | $341K | Sell |
8,635
-307
| -3% | -$12.1K | 0.28% | 13 |
|
|
2015
Q4 | $348K | Buy |
8,942
+27
| +0.3% | +$1.05K | 0.29% | 15 |
|
|
2015
Q3 | $340K | Sell |
8,915
-215
| -2% | -$8.2K | 0.28% | 15 |
|
|
2015
Q2 | $370K | Sell |
9,130
-1,421
| -13% | -$57.6K | 0.28% | 14 |
|
|
2015
Q1 | $431K | Buy |
10,551
+91
| +0.9% | +$3.72K | 0.3% | 13 |
|
|
2014
Q4 | $420K | Buy |
+10,460
| New | +$420K | 0.31% | 13 |
|