Well Done LLC’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
2019
Q1
Sell
-1,876
Closed -$77K 176
2018
Q4
$77K Sell
1,876
-5,615
-75% -$230K 0.02% 223
2018
Q3
$338K Hold
7,491
0.1% 99
2018
Q2
$332K Buy
+7,491
New +$332K 0.1% 93