SII Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $336K | Sell |
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|
2017
Q2 | $405K | Sell |
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|
2017
Q1 | $497K | Sell |
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|
2016
Q4 | $546K | Sell |
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|
2016
Q3 | $737K | Buy |
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|
2016
Q2 | $684K | Buy |
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|
2016
Q1 | $503K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $482K | Buy |
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|
2015
Q1 | $476K | Buy |
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|
2014
Q4 | $400K | Sell |
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|
2014
Q3 | $401K | Sell |
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|
2014
Q2 | $416K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $397K | Buy |
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|
2013
Q2 | $357K | Buy |
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