Howe & Rusling’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
Q4 | – | Sell |
-223
| Closed | -$8K | – | 355 |
|
|
2022
Q3 | $8K | Hold |
223
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $9K | Hold |
223
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $10K | Hold |
223
| – | – | ﹤0.01% | 517 |
|
|
2021
Q4 | $10K | Hold |
223
| – | – | ﹤0.01% | 530 |
|
|
2021
Q3 | $10K | Hold |
223
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $10K | Buy |
+223
| New | +$10K | ﹤0.01% | 480 |
|