ARC
Advisor Resource Council’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,071
| Closed | -$236K | – | 169 |
|
|
2022
Q2 | $236K | Sell |
6,071
-1,510
| -20% | -$58.7K | 0.02% | 424 |
|
|
2022
Q1 | $326K | Hold |
7,581
| – | – | 0.1% | 147 |
|
|
2021
Q4 | $344K | Sell |
7,581
-7,141
| -49% | -$324K | 0.03% | 400 |
|
|
2021
Q3 | $657K | Buy |
14,722
+7,006
| +91% | +$313K | 0.2% | 116 |
|
|
2021
Q2 | $348K | Buy |
+7,716
| New | +$348K | 0.04% | 373 |
|