Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.8K | Buy |
442
+2
| +0.5% | +$94 | ﹤0.01% | 598 |
|
|
2022
Q3 | $20K | Buy |
440
+3
| +0.7% | +$136 | ﹤0.01% | 568 |
|
|
2022
Q2 | $21K | Buy |
437
+1
| +0.2% | +$48 | ﹤0.01% | 578 |
|
|
2022
Q1 | $24K | Hold |
436
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $25K | Buy |
436
+4
| +0.9% | +$229 | ﹤0.01% | 557 |
|
|
2021
Q3 | $24K | Buy |
432
+2
| +0.5% | +$111 | ﹤0.01% | 572 |
|
|
2021
Q2 | $24K | Buy |
430
+1
| +0.2% | +$56 | ﹤0.01% | 576 |
|
|
2021
Q1 | $23K | Sell |
429
-427
| -50% | -$22.9K | ﹤0.01% | 564 |
|
|
2020
Q4 | $45K | Buy |
856
+3
| +0.4% | +$158 | ﹤0.01% | 440 |
|
|
2020
Q3 | $41K | Buy |
853
+5
| +0.6% | +$240 | ﹤0.01% | 407 |
|
|
2020
Q2 | $39K | Buy |
848
+4
| +0.5% | +$184 | ﹤0.01% | 384 |
|
|
2020
Q1 | $35K | Buy |
+844
| New | +$35K | ﹤0.01% | 382 |
|
|
2016
Q2 | – | Sell |
-5,453
| Closed | -$215K | – | 710 |
|
|
2016
Q1 | $215K | Buy |
+5,453
| New | +$215K | 0.03% | 197 |
|