Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,661
| Closed | -$92K | – | 625 |
|
|
2021
Q1 | $92K | Sell |
1,661
-1,588
| -49% | -$88K | ﹤0.01% | 1400 |
|
|
2020
Q4 | $170K | Buy |
3,249
+965
| +42% | +$50.5K | 0.01% | 911 |
|
|
2020
Q3 | $111K | Sell |
2,284
-21
| -0.9% | -$1.02K | 0.01% | 940 |
|
|
2020
Q2 | $107K | Buy |
2,305
+53
| +2% | +$2.46K | 0.01% | 941 |
|
|
2020
Q1 | $93K | Buy |
2,252
+646
| +40% | +$26.7K | 0.01% | 863 |
|
|
2019
Q4 | $77K | Buy |
1,606
+1
| +0.1% | +$48 | 0.01% | 983 |
|
|
2019
Q3 | $74K | Buy |
+1,605
| New | +$74K | 0.01% | 901 |
|