TrinityPoint Wealth’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

TrinityPoint Wealth’s Portfolio AOR Stock Details AOR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$630K	Sell
2024 Q3	$651K	Sell
2024 Q2	$620K	Buy
2024 Q1	$582K	Buy
2023 Q4	$541K	Sell
2023 Q3	$959K	Buy
2023 Q2	$278K	Buy
2023 Q1	–	Sell
2022 Q4	$525K	Sell
2022 Q3	$732K	Buy