Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-810
| Closed | -$35K | – | 235 |
|
|
2021
Q1 | $35K | Buy |
+810
| New | +$35K | 0.01% | 398 |
|
|
2020
Q2 | $32K | Hold |
810
| – | – | 0.01% | 364 |
|
|
2020
Q1 | $30K | Hold |
810
| – | – | 0.01% | 347 |
|
|
2019
Q4 | $33K | Hold |
810
| – | – | 0.01% | 377 |
|
|
2019
Q3 | $32K | Hold |
810
| – | – | 0.01% | 383 |
|
|
2019
Q2 | $32K | Hold |
810
| – | – | 0.01% | 381 |
|
|
2019
Q1 | $31K | Hold |
810
| – | – | 0.01% | 361 |
|
|
2018
Q4 | $29K | Hold |
810
| – | – | 0.02% | 352 |
|
|
2018
Q3 | $31K | Hold |
810
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $30K | Hold |
810
| – | – | 0.02% | 346 |
|
|
2018
Q1 | $30K | Hold |
810
| – | – | 0.02% | 341 |
|
|
2017
Q4 | $30K | Buy |
+810
| New | +$30K | 0.02% | 299 |
|