ERTS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,973
| Closed | -$521K | – | 79 |
|
|
2019
Q4 | $521K | Sell |
12,973
-184
| -1% | -$7.39K | 0.23% | 42 |
|
|
2019
Q3 | $517K | Buy |
13,157
+191
| +1% | +$7.51K | 0.26% | 40 |
|
|
2019
Q2 | $506K | Sell |
12,966
-557
| -4% | -$21.7K | 0.28% | 46 |
|
|
2019
Q1 | $515K | Buy |
13,523
+1,089
| +9% | +$41.5K | 0.31% | 41 |
|
|
2018
Q4 | $444K | Buy |
+12,434
| New | +$444K | 0.32% | 43 |
|