HBW Advisory Services’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
Q3 | – | Sell |
-8,348
| Closed | -$325K | – | 234 |
|
|
2022
Q2 | $325K | Sell |
8,348
-1,219
| -13% | -$47.5K | 0.08% | 174 |
|
|
2022
Q1 | $411K | Sell |
9,567
-456
| -5% | -$19.6K | 0.14% | 149 |
|
|
2021
Q4 | $456K | Buy |
10,023
+1,023
| +11% | +$46.5K | 0.11% | 174 |
|
|
2021
Q3 | $403K | Buy |
9,000
+14
| +0.2% | +$627 | 0.1% | 179 |
|
|
2021
Q2 | $405K | Buy |
8,986
+209
| +2% | +$9.42K | 0.11% | 171 |
|
|
2021
Q1 | $382K | Buy |
+8,777
| New | +$382K | 0.1% | 164 |
|