CFA
Cahill Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-617
| Closed | -$28K | – | 250 |
|
|
2021
Q3 | $28K | Buy |
+617
| New | +$28K | 0.01% | 407 |
|
|
2017
Q2 | – | Sell |
-17,501
| Closed | -$637K | – | 138 |
|
|
2017
Q1 | $637K | Sell |
17,501
-2,808
| -14% | -$102K | 0.37% | 69 |
|
|
2016
Q4 | $716K | Sell |
20,309
-845
| -4% | -$29.8K | 0.44% | 57 |
|
|
2016
Q3 | $764K | Sell |
21,154
-422
| -2% | -$15.2K | 0.5% | 48 |
|
|
2016
Q2 | $762K | Buy |
+21,576
| New | +$762K | 0.53% | 47 |
|
|
2014
Q1 | – | Sell |
-9,205
| Closed | -$316K | – | 108 |
|
|
2013
Q4 | $316K | Buy |
+9,205
| New | +$316K | 0.27% | 82 |
|