RCIM
Red Cedar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,986
| Closed | -$765K | – | 33 |
|
|
2019
Q4 | $765K | Hold |
15,986
| – | – | 0.2% | 21 |
|
|
2019
Q3 | $736K | Hold |
15,986
| – | – | 0.23% | 21 |
|
|
2019
Q2 | $736K | Hold |
15,986
| – | – | 0.27% | 19 |
|
|
2019
Q1 | $723K | Hold |
15,986
| – | – | 0.25% | 23 |
|
|
2018
Q4 | $660K | Hold |
15,986
| – | – | 0.23% | 24 |
|
|
2018
Q3 | $721K | Buy |
+15,986
| New | +$721K | 0.21% | 24 |
|