BAM
BOS Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,532
| Closed | -$204K | – | 163 |
|
|
2024
Q3 | $204K | Buy |
+4,532
| New | +$204K | 0.08% | 160 |
|
|
2024
Q2 | – | Sell |
-4,911
| Closed | -$210K | – | 157 |
|
|
2024
Q1 | $210K | Sell |
4,911
-40
| -0.8% | -$1.71K | 0.11% | 144 |
|
|
2023
Q4 | $206K | Buy |
+4,951
| New | +$206K | 0.14% | 147 |
|
|
2023
Q3 | – | Sell |
-4,951
| Closed | -$200K | – | 144 |
|
|
2023
Q2 | $200K | Buy |
+4,951
| New | +$200K | 0.16% | 125 |
|
|
2023
Q1 | – | Sell |
-6,741
| Closed | -$256K | – | 126 |
|
|
2022
Q4 | $256K | Buy |
+6,741
| New | +$256K | 0.23% | 100 |
|