RIA Advisory Group’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
Q1 | $536K | Sell |
9,629
-5,866
| -38% | -$327K | 0.22% | 61 |
|
|
2023
Q4 | $1.07M | Buy |
15,495
+4,794
| +45% | +$331K | 0.45% | 32 |
|
|
2023
Q3 | $528K | Sell |
10,701
-122
| -1% | -$6.02K | 0.24% | 57 |
|
|
2023
Q2 | $557K | Sell |
10,823
-129
| -1% | -$6.64K | 0.24% | 65 |
|
|
2023
Q1 | $548K | Buy |
10,952
+401
| +4% | +$20.1K | 0.25% | 59 |
|
|
2022
Q4 | $498K | Buy |
+10,551
| New | +$498K | 0.29% | 54 |
|