Peachtree Investment Advisors’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
2015
Q3
Sell
-285
Closed -$12K 111
2015
Q2
$12K Hold
285
0.01% 249
2015
Q1
$12K Buy
285
+100
+54% +$4.21K 0.01% 259
2014
Q4
$7K Buy
185
+65
+54% +$2.46K ﹤0.01% 305
2014
Q3
$5K Buy
+120
New +$5K ﹤0.01% 330