Gemmer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-151
| Closed | -$6K | – | 1430 |
|
|
2020
Q3 | $6K | Buy |
151
+1
| +0.7% | +$40 | ﹤0.01% | 778 |
|
|
2020
Q2 | $6K | Buy |
150
+1
| +0.7% | +$40 | ﹤0.01% | 760 |
|
|
2020
Q1 | $5K | Buy |
149
+1
| +0.7% | +$34 | ﹤0.01% | 730 |
|
|
2019
Q4 | $6K | Buy |
148
+1
| +0.7% | +$41 | ﹤0.01% | 847 |
|
|
2019
Q3 | $6K | Buy |
147
+1
| +0.7% | +$41 | ﹤0.01% | 851 |
|
|
2019
Q2 | $6K | Buy |
+146
| New | +$6K | ﹤0.01% | 852 |
|