TrustCore Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $360K | Hold |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $357K | Hold |
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|
2020
Q4 | $348K | Hold |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $457K | Buy |
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|
2020
Q1 | $379K | Sell |
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|
2019
Q4 | $559K | Sell |
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|
2019
Q3 | $659K | Buy |
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|
2019
Q2 | $658K | Buy |
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|
2019
Q1 | $629K | Buy |
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