Brio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,926
| Closed | -$243K | – | 70 |
|
|
2020
Q3 | $243K | Sell |
5,926
-992
| -14% | -$40.7K | 0.07% | 66 |
|
|
2020
Q2 | $276K | Sell |
6,918
-646
| -9% | -$25.8K | 0.09% | 56 |
|
|
2020
Q1 | $278K | Buy |
7,564
+663
| +10% | +$24.4K | 0.11% | 55 |
|
|
2019
Q4 | $277K | Buy |
6,901
+1,300
| +23% | +$52.2K | 0.09% | 61 |
|
|
2019
Q3 | $220K | Buy |
5,601
+111
| +2% | +$4.36K | 0.08% | 69 |
|
|
2019
Q2 | $214K | Sell |
5,490
-243
| -4% | -$9.47K | 0.09% | 68 |
|
|
2019
Q1 | $218K | Sell |
5,733
-149
| -3% | -$5.67K | 0.1% | 64 |
|
|
2018
Q4 | $210K | Buy |
+5,882
| New | +$210K | 0.11% | 66 |
|