Valeo Financial Advisors’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
2021
Q2
Sell
-63
Closed -$3K 523
2021
Q1
$3K Buy
+63
New +$3K ﹤0.01% 1579