BA
Bluesphere Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,211
| Closed | -$282K | – | 94 |
|
|
2021
Q4 | $282K | Sell |
6,211
-202
| -3% | -$9.17K | 0.23% | 70 |
|
|
2021
Q3 | $287K | Sell |
6,413
-146
| -2% | -$6.53K | 0.28% | 61 |
|
|
2021
Q2 | $295K | Sell |
6,559
-20
| -0.3% | -$900 | 0.26% | 64 |
|
|
2021
Q1 | $287K | Sell |
6,579
-196
| -3% | -$8.55K | 0.26% | 68 |
|
|
2020
Q4 | $292K | Buy |
+6,775
| New | +$292K | 0.31% | 60 |
|