BSWM
Boston Standard Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,028
| Closed | -$234K | – | 30 |
|
|
2019
Q2 | $234K | Sell |
6,028
-512
| -8% | -$19.9K | 0.11% | 32 |
|
|
2019
Q1 | $249K | Buy |
6,540
+86
| +1% | +$3.27K | 0.13% | 31 |
|
|
2018
Q4 | $230K | Sell |
6,454
-2,900
| -31% | -$103K | 0.14% | 29 |
|
|
2018
Q3 | $352K | Buy |
+9,354
| New | +$352K | 0.19% | 25 |
|
|
2018
Q1 | $437K | Buy |
11,557
+420
| +4% | +$15.9K | 0.27% | 23 |
|
|
2017
Q4 | $424K | Sell |
11,137
-3,348
| -23% | -$127K | 0.27% | 23 |
|
|
2017
Q3 | $550K | Buy |
14,485
+3,358
| +30% | +$128K | 0.37% | 14 |
|
|
2017
Q2 | $413K | Sell |
11,127
-532
| -5% | -$19.7K | 0.29% | 16 |
|
|
2017
Q1 | $424K | Sell |
11,659
-3,130
| -21% | -$114K | 0.33% | 18 |
|
|
2016
Q4 | $521K | Sell |
14,789
-4,543
| -23% | -$160K | 0.41% | 17 |
|
|
2016
Q3 | $698K | Buy |
19,332
+143
| +0.7% | +$5.16K | 0.56% | 16 |
|
|
2016
Q2 | $677K | Buy |
19,189
+74
| +0.4% | +$2.61K | 0.59% | 18 |
|
|
2016
Q1 | $666K | Buy |
19,115
+960
| +5% | +$33.4K | 0.61% | 19 |
|
|
2015
Q4 | $620K | Buy |
18,155
+82
| +0.5% | +$2.8K | 0.61% | 18 |
|
|
2015
Q3 | $608K | Sell |
18,073
-177
| -1% | -$5.96K | 0.61% | 19 |
|
|
2015
Q2 | $643K | Buy |
18,250
+1,198
| +7% | +$42.2K | 0.6% | 19 |
|
|
2015
Q1 | $612K | Buy |
17,052
+3,000
| +21% | +$108K | 0.57% | 20 |
|
|
2014
Q4 | $491K | Buy |
+14,052
| New | +$491K | 0.49% | 21 |
|