BBA
Braun-Bostich & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,648
| Closed | -$150K | – | 75 |
|
|
2020
Q3 | $150K | Sell |
3,648
-523
| -13% | -$21.5K | 0.15% | 110 |
|
|
2020
Q2 | $166K | Buy |
4,171
+286
| +7% | +$11.4K | 0.16% | 80 |
|
|
2020
Q1 | $140K | Buy |
3,885
+71
| +2% | +$2.56K | 0.18% | 90 |
|
|
2019
Q4 | $154K | Buy |
+3,814
| New | +$154K | 0.15% | 95 |
|
|
2019
Q3 | – | Sell |
-3,843
| Closed | -$150K | – | 98 |
|
|
2019
Q2 | $150K | Sell |
3,843
-869
| -18% | -$33.9K | 0.16% | 112 |
|
|
2019
Q1 | $179K | Sell |
4,712
-5,596
| -54% | -$213K | 0.19% | 108 |
|
|
2018
Q4 | $368K | Buy |
10,308
+88
| +0.9% | +$3.14K | 0.39% | 82 |
|
|
2018
Q3 | $387K | Sell |
10,220
-1,835
| -15% | -$69.5K | 0.37% | 80 |
|
|
2018
Q2 | $452K | Sell |
12,055
-2,914
| -19% | -$109K | 0.45% | 77 |
|
|
2018
Q1 | $565K | Sell |
14,969
-6,160
| -29% | -$233K | 0.49% | 64 |
|
|
2017
Q4 | $804K | Buy |
+21,129
| New | +$804K | 0.68% | 36 |
|