Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $1.18M | Buy |
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|
2020
Q2 | $722K | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.63M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $155K | Sell |
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|
2018
Q3 | $209K | Buy |
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|
2018
Q2 | $186K | Sell |
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|
2018
Q1 | $196K | Buy |
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|
2017
Q4 | $182K | Buy |
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|
2017
Q3 | $120K | Hold |
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|
2017
Q2 | $116K | Sell |
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|
2017
Q1 | $119K | Hold |
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|
2016
Q4 | $114K | Buy |
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|
2016
Q3 | $113K | Sell |
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|
2016
Q2 | $145K | Sell |
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|
2016
Q1 | $145K | Buy |
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