WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $76.7K | Hold |
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|
2023
Q1 | $74.6K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $360K | Hold |
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|
2019
Q4 | $406K | Buy |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $583K | Sell |
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|
2017
Q4 | $719K | Sell |
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|
2017
Q3 | $739K | Buy |
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|
2016
Q3 | $204K | Hold |
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|
2016
Q2 | $200K | Buy |
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|
2015
Q4 | $194K | Buy |
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