Cypress Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,280
| Closed | -$213K | – | 83 |
|
|
2023
Q2 | $213K | Sell |
5,280
-2,749
| -34% | -$111K | 0.06% | 75 |
|
|
2023
Q1 | $320K | Sell |
8,029
-1,893
| -19% | -$75.5K | 0.1% | 58 |
|
|
2022
Q4 | $377K | Sell |
9,922
-238
| -2% | -$9.05K | 0.12% | 70 |
|
|
2022
Q3 | $372K | Sell |
10,160
-1,516
| -13% | -$55.5K | 0.13% | 72 |
|
|
2022
Q2 | $455K | Buy |
11,676
+400
| +4% | +$15.6K | 0.06% | 136 |
|
|
2022
Q1 | $485K | Sell |
11,276
-285
| -2% | -$12.2K | 0.06% | 148 |
|
|
2021
Q4 | $526K | Buy |
+11,561
| New | +$526K | 0.06% | 145 |
|