WCFA
Walkner Condon Financial Advisors’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,129
| Closed | -$207K | – | 240 |
|
|
2023
Q1 | $207K | Buy |
+4,129
| New | +$207K | 0.06% | 224 |
|
|
2022
Q2 | – | Sell |
-3,762
| Closed | -$203K | – | 216 |
|
|
2022
Q1 | $203K | Buy |
+3,762
| New | +$203K | 0.06% | 212 |
|
|
2021
Q4 | – | Sell |
-3,757
| Closed | -$208K | – | 122 |
|
|
2021
Q3 | $208K | Hold |
3,757
| – | – | 0.1% | 136 |
|
|
2021
Q2 | $210K | Buy |
+3,757
| New | +$210K | 0.08% | 160 |
|