Financial Management Network’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
Q1 | – | Sell |
-9,709
| Closed | -$441K | – | 117 |
|
|
2021
Q4 | $441K | Sell |
9,709
-906
| -9% | -$41.2K | 0.2% | 87 |
|
|
2021
Q3 | $473K | Buy |
10,615
+105
| +1% | +$4.68K | 0.24% | 79 |
|
|
2021
Q2 | $474K | Sell |
10,510
-129
| -1% | -$5.82K | 0.24% | 79 |
|
|
2021
Q1 | $473K | Buy |
10,639
+1,612
| +18% | +$71.7K | 0.25% | 80 |
|
|
2020
Q4 | $395K | Buy |
+9,027
| New | +$395K | 0.24% | 77 |
|