CWM
Chesapeake 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,580
| Closed | -$212K | – | 180 |
|
|
2019
Q1 | $212K | Buy |
+5,580
| New | +$212K | 0.09% | 174 |
|
|
2018
Q4 | – | Sell |
-5,695
| Closed | -$216K | – | 181 |
|
|
2018
Q3 | $216K | Hold |
5,695
| – | – | 0.1% | 181 |
|
|
2018
Q2 | $214K | Buy |
+5,695
| New | +$214K | 0.1% | 178 |
|