Benjamin F. Edwards & Company’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 |
-14
| Closed | -$1K | – | 1858 |
|
|
2019
Q3 | $1K | Sell |
14
-100
| -88% | -$7.14K | ﹤0.01% | 1782 |
|
|
2019
Q2 | $4K | Hold |
114
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q1 | $4K | Hold |
114
| – | – | ﹤0.01% | 1517 |
|
|
2018
Q4 | $4K | Hold |
114
| – | – | ﹤0.01% | 1485 |
|
|
2018
Q3 | $4K | Sell |
114
-165
| -59% | -$5.79K | ﹤0.01% | 1428 |
|
|
2018
Q2 | $10K | Hold |
279
| – | – | ﹤0.01% | 1255 |
|
|
2018
Q1 | $11K | Buy |
279
+14
| +5% | +$552 | ﹤0.01% | 1233 |
|
|
2017
Q4 | $10K | Buy |
265
+165
| +165% | +$6.23K | ﹤0.01% | 1173 |
|
|
2017
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1305 |
|