Retirement 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
Q1 | $11.1K | Hold |
|
|||||
|
2023
Q4 | $10.6K | Hold |
|
|||||
|
2023
Q3 | $9.88K | Hold |
|
|||||
|
2023
Q2 | $10.3K | Hold |
|
|||||
|
2023
Q1 | $10K | Hold |
|
|||||
|
2022
Q4 | $9K | Hold |
|
|||||
|
2022
Q3 | $9K | Hold |
|
|||||
|
2022
Q2 | $10K | Sell |
|
|||||
|
2022
Q1 | $32K | Sell |
|
|||||
|
2021
Q4 | $34K | Hold |
|
|||||
|
2021
Q3 | $33K | Hold |
|
|||||
|
2021
Q2 | $34K | Hold |
|
|||||
|
2021
Q1 | $32K | Sell |
|
|||||
|
2020
Q4 | $44K | Sell |
|
|||||
|
2020
Q3 | $46K | Sell |
|
|||||
|
2020
Q2 | $49K | Buy |
|
|||||
|
2019
Q4 | $53K | Buy |
|