Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,971
| Closed | -$74.9K | – | 114 |
|
|
2022
Q4 | $74.9K | Hold |
1,971
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $72K | Buy |
+1,971
| New | +$72K | 0.04% | 91 |
|
|
2022
Q1 | – | Sell |
-1,175
| Closed | -$53K | – | 136 |
|
|
2021
Q4 | $53K | Hold |
1,175
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $53K | Buy |
1,175
+133
| +13% | +$6K | 0.02% | 129 |
|
|
2021
Q2 | $47K | Buy |
1,042
+337
| +48% | +$15.2K | 0.02% | 133 |
|
|
2021
Q1 | $31K | Hold |
705
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $30K | Hold |
705
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $29K | Buy |
+705
| New | +$29K | 0.02% | 119 |
|