Sandy Spring Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-625
| Closed | -$26K | – | 835 |
|
|
2017
Q1 | $26K | Hold |
625
| – | – | ﹤0.01% | 548 |
|
|
2016
Q4 | $25K | Hold |
625
| – | – | ﹤0.01% | 540 |
|
|
2016
Q3 | $26K | Hold |
625
| – | – | ﹤0.01% | 524 |
|
|
2016
Q2 | $25K | Hold |
625
| – | – | ﹤0.01% | 537 |
|
|
2016
Q1 | $25K | Buy |
+625
| New | +$25K | ﹤0.01% | 545 |
|