ORG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-746
| Closed | -$42.9K | – | 1410 |
|
|
2024
Q4 | $42.9K | Buy |
746
+11
| +1% | +$633 | 0.01% | 592 |
|
|
2024
Q3 | $43.7K | Buy |
735
+4
| +0.5% | +$238 | 0.01% | 538 |
|
|
2024
Q2 | $41.2K | Buy |
+731
| New | +$41.2K | 0.01% | 853 |
|
|
2024
Q1 | – | Sell |
-449
| Closed | -$23.9K | – | 570 |
|
|
2023
Q4 | $23.9K | Buy |
+449
| New | +$23.9K | ﹤0.01% | 647 |
|
|
2023
Q3 | – | Sell |
-449
| Closed | -$23.1K | – | 1372 |
|
|
2023
Q2 | $23.1K | Buy |
+449
| New | +$23.1K | ﹤0.01% | 843 |
|