Bridgeworth’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,603
| Closed | -$285K | – | 160 |
|
|
2018
Q2 | $285K | Sell |
7,603
-466
| -6% | -$17.5K | 0.12% | 102 |
|
|
2018
Q1 | $303K | Buy |
+8,069
| New | +$303K | 0.14% | 105 |
|
|
2017
Q3 | – | Sell |
-9,282
| Closed | -$342K | – | 65 |
|
|
2017
Q2 | $342K | Buy |
9,282
+762
| +9% | +$28.1K | 0.18% | 99 |
|
|
2017
Q1 | $308K | Buy |
8,520
+885
| +12% | +$32K | 0.16% | 102 |
|
|
2016
Q4 | $273K | Buy |
+7,635
| New | +$273K | 0.15% | 110 |
|