TFC Financial Management’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
2023
Q4
Sell
-271
Closed -$13.4K 663
2023
Q3
$13.4K Buy
+271
New +$13.4K ﹤0.01% 321