Goodwin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-79
| Closed | -$3K | – | 90 |
|
|
2022
Q4 | $3K | Buy |
+79
| New | +$3K | ﹤0.01% | 186 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$1.09K | – | 215 |
|
|
2022
Q2 | $1.09K | Hold |
28
| – | – | ﹤0.01% | 154 |
|
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 192 |
|
|
2021
Q4 | $1K | Sell |
28
-164
| -85% | -$5.86K | ﹤0.01% | 168 |
|
|
2021
Q3 | $8K | Hold |
192
| – | – | 0.01% | 115 |
|
|
2021
Q2 | $8K | Hold |
192
| – | – | 0.01% | 110 |
|
|
2021
Q1 | $8K | Hold |
192
| – | – | 0.01% | 117 |
|
|
2020
Q4 | $8K | Buy |
+192
| New | +$8K | 0.01% | 68 |
|