Snider Financial Group’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
Q2
Sell
-9,858
Closed -$532K 60
2022
Q1
$532K Buy
9,858
+5,449
+124% +$294K 0.24% 44
2021
Q4
$252K Buy
+4,409
New +$252K 0.11% 58