SFS
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Sowell Financial Services’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,661
Closed -$92K – 625
2021
Q1 		$92K Sell
1,661
-1,588
-49% -$84.5K ﹤0.01% 1400
2020
Q4 		$170K Buy
3,249
+965
+42% +$48.6K 0.01% 911
2020
Q3 		$111K Sell
2,284
-21
-0.9% -$1.01K 0.01% 940
2020
Q2 		$107K Buy
2,305
+53
+2% +$2.35K 0.01% 941
2020
Q1 		$93K Buy
2,252
+646
+40% +$29.7K 0.01% 863
2019
Q4 		$77K Buy
1,606
+1
+0.1% +$47 0.01% 983
2019
Q3 		$74K Buy
+1,605
New +$73.3K 0.01% 901

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