Sanctuary Wealth Management’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
Q4 | $11.2K | Hold |
195
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $11.6K | Hold |
195
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $11K | Hold |
195
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $10.9K | Hold |
195
| – | – | 0.01% | 149 |
|
|
2023
Q4 | $10.4K | Hold |
195
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $9.64K | Hold |
195
| – | – | 0.01% | 137 |
|
|
2023
Q2 | $10K | Buy |
+195
| New | +$10K | 0.01% | 138 |
|
|
2022
Q4 | $9.2K | Buy |
+195
| New | +$9.2K | 0.01% | 133 |
|