Evensky & Katz’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
Q1 | – | Sell |
|
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|
2021
Q4 | $72K | Sell |
|
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|
2021
Q3 | $164K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $35K | Buy |
|
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|
2020
Q4 | $10K | Buy |
|
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|
2020
Q3 | $10K | Sell |
|
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|
2020
Q2 | $1.06M | Buy |
|
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|
2020
Q1 | $777K | Buy |
|
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|
2019
Q4 | $46K | Sell |
|
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|
2019
Q3 | $1.24M | Buy |
|
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|
2019
Q2 | $637K | Sell |
|
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|
2019
Q1 | $1.27M | Buy |
|
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|
2018
Q4 | $239K | Sell |
|
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|
2018
Q3 | $2.33M | Buy |
|
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|
2018
Q2 | $805K | Buy |
|
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|
2018
Q1 | $41K | Sell |
|
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|
2017
Q4 | $223K | Sell |
|
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|
2017
Q3 | $2.6M | Buy |
|
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|
2017
Q2 | $647K | Buy |
|
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|
2017
Q1 | $220K | Buy |
|
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|
2016
Q4 | $13K | Sell |
|
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|
2016
Q3 | $2.54M | Buy |
|
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|
2016
Q2 | $247K | Buy |
|
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|
2016
Q1 | $165K | Sell |
|
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|
2015
Q4 | $982K | Buy |
|
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|
2015
Q3 | $618K | Buy |
|
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|
2015
Q2 | $34K | Sell |
|
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|
2015
Q1 | $179K | Buy |
|
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|
2014
Q4 | $149K | Buy |
|
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|
2014
Q3 | $9K | Buy |
|