Compass Ion Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $748K | Buy |
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|
2021
Q2 | $684K | Sell |
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|
2021
Q1 | $876K | Sell |
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|
2020
Q4 | $944K | Sell |
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|
2020
Q3 | $918K | Sell |
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|
2020
Q2 | $1.65M | Sell |
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|
2020
Q1 | $1.93M | Sell |
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|
2019
Q4 | $51M | Buy |
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