Personal Wealth 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
2021 Q3	–	Sell	-298	Closed	-$17K	–	98
2021 Q2	$17K	Buy	+298	New	+$17K	0.01%	224
2020 Q1	–	Sell	-1,944	Closed	-$93K	–	95
2019 Q4	$93K	Sell	1,944 -716	-27%	-$34.3K	0.04%	105
2019 Q3	$123K	Buy	+2,660	New	+$123K	0.06%	91