Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-144
| Closed | -$6K | – | 209 |
|
|
2022
Q2 | $6K | Sell |
144
-1,920
| -93% | -$80K | ﹤0.01% | 173 |
|
|
2022
Q1 | $89K | Sell |
2,064
-1,187
| -37% | -$51.2K | 0.03% | 71 |
|
|
2021
Q4 | $148K | Sell |
3,251
-487
| -13% | -$22.2K | 0.06% | 66 |
|
|
2021
Q3 | $167K | Sell |
3,738
-26
| -0.7% | -$1.16K | 0.08% | 62 |
|
|
2021
Q2 | $170K | Sell |
3,764
-250
| -6% | -$11.3K | 0.08% | 63 |
|
|
2021
Q1 | $175K | Buy |
4,014
+237
| +6% | +$10.3K | 0.1% | 56 |
|
|
2020
Q4 | $163K | Buy |
+3,777
| New | +$163K | 0.1% | 55 |
|