Relative Value Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $974K | Buy |
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|
2023
Q1 | $944K | Hold |
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|
2022
Q4 | $890K | Buy |
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|
2022
Q3 | $837K | Hold |
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|
2022
Q2 | $933K | Buy |
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|
2022
Q1 | $1M | Hold |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $988K | Buy |
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