Professional Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,710
| Closed | -$1.06M | – | 78 |
|
|
2023
Q1 | $1.06M | Buy |
19,710
+4,867
| +33% | +$263K | 0.63% | 32 |
|
|
2022
Q4 | $700K | Sell |
14,843
-32
| -0.2% | -$1.51K | 0.47% | 44 |
|
|
2022
Q3 | $666K | Sell |
14,875
-878
| -6% | -$39.3K | 0.41% | 45 |
|
|
2022
Q2 | $756K | Sell |
15,753
-3,957
| -20% | -$190K | 0.42% | 50 |
|
|
2022
Q1 | $1.06M | Buy |
19,710
+1,364
| +7% | +$73.6K | 0.46% | 41 |
|
|
2021
Q4 | $1.05M | Buy |
18,346
+480
| +3% | +$27.4K | 0.45% | 41 |
|
|
2021
Q3 | $991K | Buy |
17,866
+628
| +4% | +$34.8K | 0.57% | 34 |
|
|
2021
Q2 | $967K | Sell |
17,238
-25
| -0.1% | -$1.4K | 0.53% | 37 |
|
|
2021
Q1 | $925K | Sell |
17,263
-10,802
| -38% | -$579K | 0.57% | 36 |
|
|
2020
Q4 | $1.47M | Sell |
28,065
-3,170
| -10% | -$165K | 1.15% | 19 |
|
|
2020
Q3 | $1.48M | Buy |
31,235
+6,824
| +28% | +$324K | 1.38% | 15 |
|
|
2020
Q2 | $1.13M | Sell |
24,411
-70
| -0.3% | -$3.25K | 1.49% | 17 |
|
|
2020
Q1 | $1.07M | Buy |
24,481
+20,028
| +450% | +$879K | 1.94% | 14 |
|
|
2019
Q4 | $213K | Buy |
+4,453
| New | +$213K | 0.2% | 76 |
|