WealthShield 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
2021
Q3
Sell
-449
Closed -$25K 263
2021
Q2
$25K Hold
449
﹤0.01% 611
2021
Q1
$24K Buy
+449
New +$24K ﹤0.01% 620