Coldstream Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q2 | $2.84M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $359K | Buy |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | $343K | Sell |
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|
2018
Q1 | $354K | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.74M | Buy |
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