TimeScale Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $177K | Buy |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $148K | Hold |
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|
2022
Q3 | $148K | Buy |
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|
2022
Q2 | $95K | Sell |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $364K | Sell |
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|
2021
Q1 | $384K | Buy |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $135K | Buy |
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|
2020
Q2 | $119K | Sell |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $367K | Hold |
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|
2019
Q2 | $367K | Sell |
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|
2019
Q1 | $368K | Buy |
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|
2018
Q4 | $209K | Buy |
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