PWM
Prentice Wealth Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
26,094
-236
| -0.9% | -$14.5K | 0.42% | 32 |
|
|
2025
Q1 | $1.52M | Buy |
+26,330
| New | +$1.52M | 0.44% | 32 |
|
|
2021
Q4 | – | Sell |
-377
| Closed | -$21K | – | 112 |
|
|
2021
Q3 | $21K | Buy |
377
+145
| +63% | +$8.08K | 0.01% | 214 |
|
|
2021
Q2 | $13K | Hold |
232
| – | – | 0.01% | 233 |
|
|
2021
Q1 | $12K | Buy |
+232
| New | +$12K | 0.01% | 236 |
|