Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5.04M | Buy |
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|
2018
Q3 | $5.3M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.97M | Buy |
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|
2017
Q2 | $3.41M | Buy |
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|
2017
Q1 | $3.1M | Buy |
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|
2016
Q4 | $2.72M | Buy |
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|
2016
Q3 | $2.63M | Buy |
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|
2016
Q2 | $2.54M | Buy |
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|
2016
Q1 | $2.33M | Buy |
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|
2015
Q4 | $2.18M | Buy |
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|
2015
Q3 | $1.95M | Buy |
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