Stokes & Hubbell Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $433K | Buy |
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|
2018
Q4 | $381K | Sell |
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|
2018
Q3 | $426K | Buy |
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|
2018
Q2 | $363K | Buy |
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|
2018
Q1 | $363K | Buy |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $370K | Buy |
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|
2017
Q2 | $337K | Buy |
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|
2017
Q1 | $328K | Buy |
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|
2016
Q4 | $313K | Sell |
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|
2016
Q3 | $332K | Buy |
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|
2016
Q2 | $318K | Buy |
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