Alterna Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $270K | Hold |
6,260
| – | – | 0.34% | 62 |
|
|
2020
Q3 | $257K | Sell |
6,260
-290
| -4% | -$11.9K | 0.37% | 54 |
|
|
2020
Q2 | $261K | Hold |
6,550
| – | – | 0.31% | 82 |
|
|
2020
Q1 | $241K | Hold |
6,550
| – | – | 0.35% | 56 |
|
|
2019
Q4 | $263K | Hold |
6,550
| – | – | 0.29% | 82 |
|
|
2019
Q3 | $257K | Hold |
6,550
| – | – | 0.3% | 68 |
|
|
2019
Q2 | $256K | Buy |
+6,550
| New | +$256K | 0.31% | 74 |
|