FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,298
| Closed | -$231K | – | 38 |
|
|
2021
Q1 | $231K | Sell |
5,298
-5,453
| -51% | -$238K | 0.13% | 38 |
|
|
2020
Q4 | $464K | Buy |
10,751
+2,158
| +25% | +$93.1K | 0.19% | 31 |
|
|
2020
Q3 | $353K | Sell |
8,593
-162,500
| -95% | -$6.68M | 0.14% | 31 |
|
|
2020
Q2 | $6.82M | Sell |
171,093
-8,274
| -5% | -$330K | 2.88% | 15 |
|
|
2020
Q1 | $6.59M | Buy |
+179,367
| New | +$6.59M | 2.42% | 10 |
|