Syntrinsic’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.01M | Sell |
34,205
-411
| -1% | -$24.2K | 0.67% | 16 |
|
|
2024
Q2 | $1.93M | Buy |
34,616
+178
| +0.5% | +$9.95K | 0.64% | 14 |
|
|
2024
Q1 | $1.9M | Buy |
34,438
+1,840
| +6% | +$102K | 0.64% | 15 |
|
|
2023
Q4 | $1.72M | Buy |
32,598
+1,598
| +5% | +$84.4K | 0.59% | 16 |
|
|
2023
Q3 | $1.52M | Buy |
+31,000
| New | +$1.52M | 0.72% | 12 |
|