SCA
Snowden Capital Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-112,801
| Closed | -$4.58M | – | 339 |
|
|
2016
Q4 | $4.58M | Sell |
112,801
-4,079
| -3% | -$166K | 1.15% | 12 |
|
|
2016
Q3 | $4.81M | Sell |
116,880
-25,691
| -18% | -$1.06M | 1.3% | 7 |
|
|
2016
Q2 | $5.71M | Buy |
142,571
+37,294
| +35% | +$1.49M | 1.73% | 2 |
|
|
2016
Q1 | $4.15M | Buy |
+105,277
| New | +$4.15M | 1.42% | 8 |
|