FDx 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-129,512
| Closed | -$5.57M | – | 806 |
|
|
2022
Q1 | $5.57M | Buy |
+129,512
| New | +$5.57M | 0.19% | 112 |
|
|
2018
Q1 | – | Sell |
-42,910
| Closed | -$1.63M | – | 1166 |
|
|
2017
Q4 | $1.63M | Buy |
42,910
+485
| +1% | +$18.4K | 0.04% | 384 |
|
|
2017
Q3 | $1.61M | Buy |
42,425
+5,397
| +15% | +$205K | 0.04% | 385 |
|
|
2017
Q2 | $1.38M | Buy |
37,028
+755
| +2% | +$28.1K | 0.04% | 429 |
|
|
2017
Q1 | $1.32M | Buy |
36,273
+2,059
| +6% | +$74.9K | 0.04% | 428 |
|
|
2016
Q4 | $1.21M | Buy |
+34,214
| New | +$1.21M | 0.03% | 464 |
|