Ameritas Investment Partners’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 | – | Sell |
-145
| Closed | -$5K | – | 3010 |
|
|
2019
Q3 | $5K | Sell |
145
-25
| -15% | -$862 | ﹤0.01% | 2922 |
|
|
2019
Q2 | $6K | Buy |
170
+1
| +0.6% | +$35 | ﹤0.01% | 2910 |
|
|
2019
Q1 | $6K | Buy |
169
+8
| +5% | +$284 | ﹤0.01% | 2820 |
|
|
2018
Q4 | $5K | Hold |
161
| – | – | ﹤0.01% | 2848 |
|
|
2018
Q3 | $6K | Buy |
161
+1
| +0.6% | +$37 | ﹤0.01% | 2927 |
|
|
2018
Q2 | $5K | Buy |
160
+46
| +40% | +$1.44K | ﹤0.01% | 2935 |
|
|
2018
Q1 | $4K | Buy |
114
+90
| +375% | +$3.16K | ﹤0.01% | 2877 |
|
|
2017
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2945 |
|
|
2016
Q3 | – | Sell |
-231
| Closed | -$8K | – | 1230 |
|
|
2016
Q2 | $8K | Sell |
231
-73
| -24% | -$2.53K | ﹤0.01% | 1132 |
|
|
2016
Q1 | $10K | Hold |
304
| – | – | ﹤0.01% | 1124 |
|
|
2015
Q4 | $10K | Hold |
304
| – | – | ﹤0.01% | 1122 |
|
|
2015
Q3 | $10K | Sell |
304
-5
| -2% | -$164 | ﹤0.01% | 1075 |
|
|
2015
Q2 | $10K | Sell |
309
-35
| -10% | -$1.13K | ﹤0.01% | 1130 |
|
|
2015
Q1 | $12K | Sell |
344
-28
| -8% | -$977 | ﹤0.01% | 1162 |
|
|
2014
Q4 | $13K | Buy |
+372
| New | +$13K | ﹤0.01% | 1140 |
|