WOSD
WFA of San Diego’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23K | Buy |
+20
| New | +$1.23K | ﹤0.01% | 410 |
|
|
2024
Q3 | $1.19K | Hold |
20
| – | – | ﹤0.01% | 386 |
|
|
2024
Q2 | $1.13K | Buy |
+20
| New | +$1.13K | ﹤0.01% | 386 |
|
|
2020
Q3 | – | Sell |
-6,518
| Closed | -$314K | – | 83 |
|
|
2020
Q2 | $314K | Buy |
+6,518
| New | +$314K | 0.07% | 201 |
|