Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.8K | Buy |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $25K | Buy |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | $24K | Buy |
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|
2021
Q1 | $23K | Sell |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $41K | Buy |
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|
2020
Q2 | $39K | Buy |
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|
2020
Q1 | $35K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $215K | Buy |
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