Patton Albertson Miller Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
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|
2025
Q1 | $4.76M | Buy |
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|
2024
Q4 | $4.56M | Buy |
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|
2024
Q3 | $4.67M | Buy |
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|
2024
Q2 | $4.36M | Buy |
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|
2024
Q1 | $4.28M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $3.94M | Sell |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $5.35M | Sell |
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|
2022
Q4 | $6.38M | Buy |
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|
2022
Q3 | $3.52M | Buy |
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|
2022
Q2 | $3.69M | Sell |
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|
2022
Q1 | $4.16M | Sell |
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|
2021
Q4 | $4.5M | Buy |
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|
2021
Q3 | $4.31M | Buy |
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|
2021
Q2 | $4.26M | Sell |
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|
2021
Q1 | $4.21M | Sell |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $4.17M | Buy |
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|
2020
Q2 | $3.92M | Buy |
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|
2020
Q1 | $3.41M | Sell |
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|
2019
Q4 | $3.95M | Buy |
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|
2019
Q3 | $3.77M | Sell |
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|
2019
Q2 | $3.77M | Buy |
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|
2019
Q1 | $3.64M | Sell |
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|
2018
Q4 | $3.62M | Buy |
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|
2018
Q3 | $3.4M | Sell |
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|
2018
Q2 | $3.75M | Sell |
|
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|
2018
Q1 | $3.79M | Sell |
|
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|
2017
Q4 | $3.94M | Sell |
|
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|
2017
Q3 | $3.97M | Sell |
|
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|
2017
Q2 | $3.96M | Sell |
|
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|
2017
Q1 | $3.97M | Buy |
|
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|
2016
Q4 | $3.63M | Sell |
|
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|
2016
Q3 | $3.75M | Buy |
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|
2016
Q2 | $3.06M | Buy |
|