Westmount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
12,499
+371
| +3% | +$22.8K | 0.21% | 90 |
|
|
2025
Q1 | $698K | Sell |
12,128
-401
| -3% | -$23.1K | 0.21% | 100 |
|
|
2024
Q4 | $718K | Buy |
12,529
+515
| +4% | +$29.5K | 0.22% | 90 |
|
|
2024
Q3 | $712K | Sell |
12,014
-10
| -0.1% | -$592 | 0.21% | 93 |
|
|
2024
Q2 | $676K | Buy |
12,024
+123
| +1% | +$6.92K | 0.22% | 93 |
|
|
2024
Q1 | $663K | Sell |
11,901
-426
| -3% | -$23.7K | 0.24% | 92 |
|
|
2023
Q4 | $656K | Sell |
12,327
-2,066
| -14% | -$110K | 0.27% | 83 |
|
|
2023
Q3 | $711K | Sell |
14,393
-617
| -4% | -$30.5K | 0.31% | 76 |
|
|
2023
Q2 | $772K | Buy |
15,010
+1,841
| +14% | +$94.7K | 0.34% | 61 |
|
|
2023
Q1 | $659K | Buy |
13,169
+1,058
| +9% | +$52.9K | 0.3% | 74 |
|
|
2022
Q4 | $571K | Buy |
+12,111
| New | +$571K | 0.3% | 81 |
|