Oxinas Partners Wealth Management’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
Q2 | $1.12M | Buy |
18,113
+46
| +0.3% | +$2.83K | 0.57% | 45 |
|
|
2025
Q1 | $1.04M | Sell |
18,067
-26
| -0.1% | -$1.5K | 0.61% | 46 |
|
|
2024
Q4 | $1.04M | Sell |
18,093
-3,065
| -14% | -$176K | 0.61% | 43 |
|
|
2024
Q3 | $1.25M | Buy |
21,158
+320
| +2% | +$19K | 0.77% | 39 |
|
|
2024
Q2 | $1.17M | Sell |
20,838
-193
| -0.9% | -$10.9K | 0.78% | 39 |
|
|
2024
Q1 | $1.17M | Buy |
21,031
+4,850
| +30% | +$270K | 0.76% | 37 |
|
|
2023
Q4 | $861K | Sell |
16,181
-460
| -3% | -$24.5K | 0.61% | 41 |
|
|
2023
Q3 | $822K | Sell |
16,641
-451
| -3% | -$22.3K | 0.61% | 42 |
|
|
2023
Q2 | $879K | Buy |
+17,092
| New | +$879K | 0.58% | 45 |
|