Wealth Quarterback’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
2023
Q2
Sell
-99,348
Closed -$4.97M 123
2023
Q1
$4.97M Buy
99,348
+605
+0.6% +$30.3K 4.22% 5
2022
Q4
$4.66M Buy
+98,743
New +$4.66M 3.86% 8