Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,156
| Closed | -$234K | – | 351 |
|
|
2022
Q4 | $234K | Buy |
+6,156
| New | +$234K | 0.02% | 319 |
|
|
2021
Q1 | – | Sell |
-515
| Closed | -$22K | – | 707 |
|
|
2020
Q4 | $22K | Buy |
+515
| New | +$22K | ﹤0.01% | 831 |
|
|
2020
Q3 | – | Sell |
-1,944
| Closed | -$80K | – | 555 |
|
|
2020
Q2 | $80K | Sell |
1,944
-551
| -22% | -$22.7K | 0.02% | 380 |
|
|
2020
Q1 | $94K | Sell |
2,495
-2,813
| -53% | -$106K | 0.02% | 326 |
|
|
2019
Q4 | $217K | Buy |
+5,308
| New | +$217K | 0.05% | 330 |
|