Avalon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-9,880
| Closed | -$353K | – | 71 |
|
|
2014
Q2 | $353K | Hold |
9,880
| – | – | 0.29% | 78 |
|
|
2014
Q1 | $344K | Hold |
9,880
| – | – | 0.28% | 82 |
|
|
2013
Q4 | $339K | Buy |
9,880
+270
| +3% | +$9.26K | 0.29% | 82 |
|
|
2013
Q3 | $320K | Hold |
9,610
| – | – | 0.32% | 73 |
|
|
2013
Q2 | $311K | Buy |
+9,610
| New | +$311K | 0.31% | 61 |
|