CWM
Cahaba 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,655
| Closed | -$431K | – | 133 |
|
|
2022
Q1 | $431K | Buy |
10,655
+27
| +0.3% | +$1.09K | 0.06% | 88 |
|
|
2021
Q4 | $483K | Buy |
10,628
+79
| +0.7% | +$3.59K | 0.06% | 86 |
|
|
2021
Q3 | $471K | Buy |
10,549
+6,078
| +136% | +$271K | 0.07% | 79 |
|
|
2021
Q2 | $202K | Sell |
4,471
-379
| -8% | -$17.1K | 0.03% | 77 |
|
|
2021
Q1 | $211K | Buy |
+4,850
| New | +$211K | 0.03% | 86 |
|
|
2020
Q4 | – | Sell |
-6,008
| Closed | -$246K | – | 92 |
|
|
2020
Q3 | $246K | Sell |
6,008
-3,407
| -36% | -$140K | 0.05% | 69 |
|
|
2020
Q2 | $385K | Buy |
9,415
+103
| +1% | +$4.21K | 0.08% | 57 |
|
|
2020
Q1 | $342K | Sell |
9,312
-1,196
| -11% | -$43.9K | 0.09% | 54 |
|
|
2019
Q4 | $421K | Buy |
10,508
+89
| +0.9% | +$3.57K | 0.09% | 57 |
|
|
2019
Q3 | $409K | Buy |
10,419
+59
| +0.6% | +$2.32K | 0.1% | 57 |
|
|
2019
Q2 | $404K | Buy |
10,360
+471
| +5% | +$18.4K | 0.1% | 56 |
|
|
2019
Q1 | $376K | Sell |
9,889
-48,619
| -83% | -$1.85M | 0.1% | 55 |
|
|
2018
Q4 | $2.09M | Buy |
+58,508
| New | +$2.09M | 0.64% | 21 |
|