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

Phoenix Wealth Advisors’s Portfolio AOR Stock Details AOR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-60
Closed -$3K – 131
2021
Q3 		$3K Hold
60
– – ﹤0.01% 349
2021
Q2 		$3K Hold
60
– – ﹤0.01% 340
2021
Q1 		$3K Hold
60
– – ﹤0.01% 334
2020
Q4 		$3K Buy
+60
New +$3K ﹤0.01% 321