PSI 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
Q3 | – | Sell |
-27
| Closed | -$1.39K | – | 860 |
|
|
2023
Q2 | $1.39K | Hold |
27
| – | – | ﹤0.01% | 689 |
|
|
2023
Q1 | $1.35K | Buy |
+27
| New | +$1.35K | ﹤0.01% | 640 |
|
|
2022
Q4 | – | Sell |
-27
| Closed | -$1K | – | 779 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 666 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 703 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 650 |
|
|
2021
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 652 |
|
|
2021
Q3 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 678 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$1K | – | 136 |
|
|
2019
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 632 |
|