Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $570K | Sell |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $756K | Buy |
|
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|
2024
Q2 | $707K | Buy |
|
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|
2024
Q1 | $590K | Buy |
|
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $560K | Buy |
|
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $578K | Sell |
|
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|
2022
Q4 | $633K | Sell |
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|
2022
Q3 | $844K | Buy |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $968K | Buy |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $647K | Sell |
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|
2021
Q1 | $730K | Buy |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q3 | $636K | Sell |
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|
2020
Q2 | $635K | Sell |
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|
2020
Q1 | $594K | Buy |
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|
2019
Q4 | $633K | Buy |
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