RE Dickinson Investment 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
2024
Q4
$16K Hold
28
﹤0.01% 223
2024
Q3
$1.66K Hold
28
﹤0.01% 210
2024
Q2
$1.58K Hold
28
﹤0.01% 206
2024
Q1
$2K Buy
+28
New +$2K ﹤0.01% 196