Advisor Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.93M | Sell |
72,895
-1,347
| -2% | -$54.1K | 0.02% | 632 |
|
|
2019
Q3 | $2.92M | Sell |
74,242
-37,379
| -33% | -$1.47M | 0.02% | 617 |
|
|
2019
Q2 | $4.36M | Sell |
111,621
-31,623
| -22% | -$1.23M | 0.03% | 446 |
|
|
2019
Q1 | $5.45M | Sell |
143,244
-5,084
| -3% | -$194K | 0.04% | 353 |
|
|
2018
Q4 | $5.29M | Buy |
148,328
+73,779
| +99% | +$2.63M | 0.05% | 304 |
|
|
2018
Q3 | $2.82M | Buy |
74,549
+12,304
| +20% | +$466K | 0.03% | 523 |
|
|
2018
Q2 | $2.34M | Buy |
62,245
+132
| +0.2% | +$4.96K | 0.03% | 495 |
|
|
2018
Q1 | $2.35M | Sell |
62,113
-4,762
| -7% | -$180K | 0.03% | 499 |
|
|
2017
Q4 | $2.54M | Buy |
66,875
+43,765
| +189% | +$1.66M | 0.03% | 479 |
|
|
2017
Q3 | $877K | Buy |
23,110
+4,157
| +22% | +$158K | 0.01% | 872 |
|
|
2017
Q2 | $707K | Buy |
18,953
+233
| +1% | +$8.69K | 0.01% | 933 |
|
|
2017
Q1 | $681K | Buy |
18,720
+4,152
| +29% | +$151K | 0.01% | 900 |
|
|
2016
Q4 | $513K | Buy |
14,568
+475
| +3% | +$16.7K | 0.01% | 1005 |
|
|
2016
Q3 | $509K | Buy |
14,093
+2,659
| +23% | +$96K | 0.01% | 969 |
|
|
2016
Q2 | $401K | Buy |
+11,434
| New | +$401K | 0.01% | 1030 |
|