Financial Strategies Group’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
Q3 | – | Sell |
-5,287
| Closed | -$206K | – | 77 |
|
|
2022
Q2 | $206K | Sell |
5,287
-913
| -15% | -$35.6K | 0.09% | 85 |
|
|
2022
Q1 | $266K | Buy |
6,200
+65
| +1% | +$2.79K | 0.11% | 78 |
|
|
2021
Q4 | $279K | Sell |
6,135
-2,084
| -25% | -$94.8K | 0.11% | 68 |
|
|
2021
Q3 | $368K | Buy |
8,219
+333
| +4% | +$14.9K | 0.16% | 58 |
|
|
2021
Q2 | $355K | Sell |
7,886
-343
| -4% | -$15.4K | 0.16% | 56 |
|
|
2021
Q1 | $358K | Buy |
8,229
+271
| +3% | +$11.8K | 0.19% | 48 |
|
|
2020
Q4 | $344K | Buy |
7,958
+346
| +5% | +$15K | 0.19% | 45 |
|
|
2020
Q3 | $312K | Buy |
7,612
+535
| +8% | +$21.9K | 0.21% | 41 |
|
|
2020
Q2 | $282K | Sell |
7,077
-815
| -10% | -$32.5K | 0.21% | 35 |
|
|
2020
Q1 | $290K | Sell |
7,892
-471
| -6% | -$17.3K | 0.26% | 30 |
|
|
2019
Q4 | $336K | Buy |
+8,363
| New | +$336K | 0.27% | 32 |
|