TAG
Tactical Allocation Group’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-8,553
| Closed | -$335K | – | 25 |
|
2014
Q1 | $335K | Sell |
8,553
-513
| -6% | -$20.1K | 0.14% | 21 |
|
2013
Q4 | $349K | Sell |
9,066
-98
| -1% | -$3.77K | 0.13% | 19 |
|
2013
Q3 | $338K | Sell |
9,164
-571
| -6% | -$21.1K | 0.15% | 17 |
|
2013
Q2 | $345K | Buy |
+9,735
| New | +$345K | 0.11% | 16 |
|