SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-90
| Closed | -$4K | – | 589 |
|
|
2019
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 1754 |
|
|
2018
Q4 | $4K | Hold |
90
| – | – | ﹤0.01% | 1733 |
|
|
2018
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 1895 |
|
|
2018
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1851 |
|
|
2018
Q1 | $4K | Hold |
90
| – | – | ﹤0.01% | 1826 |
|
|
2017
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 1843 |
|