Planning Capital Management Corporation’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$7.54K	Buy
2024 Q2	$7.12K	Hold
2024 Q1	$7.01K	Sell
2023 Q4	$8.33K	Buy