Arkadios Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-931
| Closed | -$41K | – | 625 |
|
|
2021
Q3 | $41K | Buy |
931
+200
| +27% | +$8.81K | 0.01% | 945 |
|
|
2021
Q2 | $32K | Buy |
+731
| New | +$32K | ﹤0.01% | 1091 |
|
|
2020
Q1 | – | Sell |
-650
| Closed | -$26.6K | – | 1207 |
|
|
2019
Q4 | $26.6K | Buy |
+650
| New | +$26.6K | 0.02% | 411 |
|