Fure Financial Corporation’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 |
-76,058
| Closed | -$3.46M | – | 61 |
|
|
2021
Q4 | $3.46M | Buy |
76,058
+1,819
| +2% | +$82.7K | 2.4% | 13 |
|
|
2021
Q3 | $3.32M | Buy |
74,239
+3,092
| +4% | +$138K | 2.32% | 15 |
|
|
2021
Q2 | $3.21M | Sell |
71,147
-2,445
| -3% | -$110K | 2.33% | 14 |
|
|
2021
Q1 | $3.2M | Buy |
73,592
+2,504
| +4% | +$109K | 2.51% | 11 |
|
|
2020
Q4 | $3.07M | Sell |
71,088
-966
| -1% | -$41.7K | 2.18% | 16 |
|
|
2020
Q3 | $2.96M | Sell |
72,054
-763
| -1% | -$31.3K | 2.18% | 14 |
|
|
2020
Q2 | $2.9M | Sell |
72,817
-3,292
| -4% | -$131K | 2.32% | 15 |
|
|
2020
Q1 | $2.8M | Sell |
76,109
-54
| -0.1% | -$1.98K | 3.02% | 11 |
|
|
2019
Q4 | $3.06M | Buy |
+76,163
| New | +$3.06M | 2.17% | 19 |
|