Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
9,805
-93
| -0.9% | -$5.73K | 0.15% | 150 |
|
|
2025
Q1 | $570K | Sell |
9,898
-1,259
| -11% | -$72.5K | 0.17% | 137 |
|
|
2024
Q4 | $640K | Sell |
11,157
-1,612
| -13% | -$92.4K | 0.2% | 120 |
|
|
2024
Q3 | $756K | Buy |
12,769
+213
| +2% | +$12.6K | 0.28% | 96 |
|
|
2024
Q2 | $707K | Buy |
12,556
+1,960
| +18% | +$110K | 0.3% | 93 |
|
|
2024
Q1 | $590K | Buy |
10,596
+287
| +3% | +$16K | 0.26% | 100 |
|
|
2023
Q4 | $548K | Sell |
10,309
-1,024
| -9% | -$54.5K | 0.24% | 98 |
|
|
2023
Q3 | $560K | Buy |
11,333
+62
| +0.6% | +$3.06K | 0.28% | 80 |
|
|
2023
Q2 | $580K | Sell |
11,271
-288
| -2% | -$14.8K | 0.26% | 99 |
|
|
2023
Q1 | $578K | Sell |
11,559
-1,862
| -14% | -$93.2K | 0.28% | 86 |
|
|
2022
Q4 | $633K | Sell |
13,421
-5,431
| -29% | -$256K | 0.38% | 81 |
|
|
2022
Q3 | $844K | Buy |
18,852
+859
| +5% | +$38.5K | 0.56% | 49 |
|
|
2022
Q2 | $864K | Buy |
17,993
+50
| +0.3% | +$2.4K | 0.71% | 40 |
|
|
2022
Q1 | $968K | Buy |
17,943
+5,254
| +41% | +$283K | 0.69% | 41 |
|
|
2021
Q4 | $724K | Buy |
12,689
+1,069
| +9% | +$61K | 0.39% | 70 |
|
|
2021
Q3 | $645K | Buy |
11,620
+68
| +0.6% | +$3.78K | 0.37% | 72 |
|
|
2021
Q2 | $647K | Sell |
11,552
-2,080
| -15% | -$116K | 0.43% | 65 |
|
|
2021
Q1 | $730K | Buy |
13,632
+52
| +0.4% | +$2.79K | 0.77% | 34 |
|
|
2020
Q4 | $709K | Buy |
13,580
+460
| +4% | +$24K | 0.91% | 23 |
|
|
2020
Q3 | $636K | Sell |
13,120
-564
| -4% | -$27.3K | 0.92% | 20 |
|
|
2020
Q2 | $635K | Sell |
13,684
-661
| -5% | -$30.7K | 0.95% | 22 |
|
|
2020
Q1 | $594K | Buy |
14,345
+1,107
| +8% | +$45.8K | 0.97% | 19 |
|
|
2019
Q4 | $633K | Buy |
+13,238
| New | +$633K | 0.56% | 29 |
|