Private Capital Management (Colorado)’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $705K | Sell |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $964K | Sell |
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|
2023
Q3 | $950K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $645K | Sell |
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|
2022
Q2 | $1.23M | Hold |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $239K | Buy |
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