American Economic Planning 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
Q3 | $8.4M | Buy |
213,988
+96,270
| +82% | +$3.78M | 2.29% | 8 |
|
|
2019
Q2 | $4.59M | Buy |
117,718
+26,448
| +29% | +$1.03M | 1.39% | 8 |
|
|
2019
Q1 | $3.47M | Sell |
91,270
-1,663
| -2% | -$63.3K | 1.08% | 9 |
|
|
2018
Q4 | $3.32M | Sell |
92,933
-22,350
| -19% | -$797K | 1.07% | 12 |
|
|
2018
Q3 | $4.37M | Sell |
115,283
-1,763
| -2% | -$66.8K | 1.55% | 8 |
|
|
2018
Q2 | $4.39M | Buy |
117,046
+39,927
| +52% | +$1.5M | 1.63% | 9 |
|
|
2018
Q1 | $2.91M | Buy |
77,119
+8,899
| +13% | +$336K | 1.06% | 10 |
|
|
2017
Q4 | $2.6M | Buy |
+68,220
| New | +$2.6M | 0.96% | 9 |
|