RDFA
Ritter Daniher Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5
| Closed | -$248 | – | 348 |
|
|
2023
Q3 | $248 | Hold |
5
| – | – | ﹤0.01% | 348 |
|
|
2023
Q2 | $258 | Sell |
5
-25
| -83% | -$1.29K | ﹤0.01% | 321 |
|
|
2023
Q1 | $1.5K | Hold |
30
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $1.42K | Buy |
+30
| New | +$1.42K | ﹤0.01% | 257 |
|