Planning Capital Management Corporation’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
2024 Q3	$7.54K	Buy	127 +1	+0.8%	+$59	0.01%	474
2024 Q2	$7.12K	Hold	126	–	–	0.01%	436
2024 Q1	$7.01K	Sell	126 -31	-20%	-$1.72K	0.01%	453
2023 Q4	$8.33K	Buy	+157	New	+$8.33K	0.01%	432