Boston Standard Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $249K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q1 | $437K | Buy |
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|
2017
Q4 | $424K | Sell |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $413K | Sell |
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|
2017
Q1 | $424K | Sell |
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|
2016
Q4 | $521K | Sell |
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|
2016
Q3 | $698K | Buy |
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|
2016
Q2 | $677K | Buy |
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|
2016
Q1 | $666K | Buy |
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|
2015
Q4 | $620K | Buy |
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|
2015
Q3 | $608K | Sell |
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|
2015
Q2 | $643K | Buy |
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|
2015
Q1 | $612K | Buy |
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|
2014
Q4 | $491K | Buy |
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