PCG Wealth Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

PCG Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$223K	Buy
2023 Q2	–	Sell
2023 Q1	$212K	Sell
2022 Q4	$225K	Sell
2022 Q3	$780K	Buy
2022 Q2	$415K	Buy
2022 Q1	$466K	Sell
2021 Q4	$551K	Buy