Piedmont Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
23,190
+142
| +0.6% | +$8.74K | 0.83% | 17 |
|
|
2025
Q1 | $1.23M | Sell |
23,048
-168
| -0.7% | -$8.96K | 0.88% | 15 |
|
|
2024
Q4 | $1.33M | Sell |
23,216
-217
| -0.9% | -$12.4K | 0.8% | 18 |
|
|
2024
Q3 | $1.38M | Sell |
23,433
-1,019
| -4% | -$60K | 0.83% | 16 |
|
|
2024
Q2 | $1.35M | Hold |
24,452
| – | – | 0.91% | 16 |
|
|
2024
Q1 | $1.35M | Sell |
24,452
-385
| -2% | -$21.2K | 0.91% | 16 |
|
|
2023
Q4 | $1.32M | Sell |
24,837
-416
| -2% | -$22.1K | 0.96% | 16 |
|
|
2023
Q3 | $1.25M | Sell |
25,253
-806
| -3% | -$39.8K | 1% | 16 |
|
|
2023
Q2 | $1.34M | Buy |
+26,059
| New | +$1.34M | 1.02% | 15 |
|