Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33
| Closed | -$1K | – | 371 |
|
|
2020
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 1237 |
|
|
2019
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1170 |
|
|
2019
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1135 |
|
|
2018
Q4 | $1K | Sell |
33
-417
| -93% | -$12.6K | ﹤0.01% | 1118 |
|
|
2018
Q3 | $20K | Buy |
+450
| New | +$20K | ﹤0.01% | 667 |
|