Gradient Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-140
| Closed | -$6K | – | 1084 |
|
|
2019
Q4 | $6K | Sell |
140
-30
| -18% | -$1.29K | ﹤0.01% | 780 |
|
|
2019
Q3 | $7K | Buy |
+170
| New | +$7K | ﹤0.01% | 729 |
|
|
2018
Q3 | – | Sell |
-390
| Closed | -$15K | – | 972 |
|
|
2018
Q2 | $15K | Hold |
390
| – | – | ﹤0.01% | 532 |
|
|
2018
Q1 | $15K | Buy |
+390
| New | +$15K | ﹤0.01% | 536 |
|
|
2015
Q2 | – | Sell |
-450
| Closed | -$16K | – | 627 |
|
|
2015
Q1 | $16K | Buy |
+450
| New | +$16K | ﹤0.01% | 339 |
|