SWP
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ShoreHaven Wealth Partners’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

ShoreHaven Wealth Partners’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-57
Closed -$3K – 277
2020
Q4 		$3K Buy
+57
New +$2.87K ﹤0.01% 207

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Cambridge Investment Research Advisors
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KAS
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