IronBridge Private Wealth’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
Q1 | – | Sell |
-24
| Closed | -$1K | – | 48 |
|
|
2021
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 251 |
|
|
2021
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 255 |
|
|
2021
Q1 | $1K | Sell |
24
-115,441
| -100% | -$4.81M | ﹤0.01% | 255 |
|
|
2020
Q4 | $4.99M | Buy |
+115,465
| New | +$4.99M | 3.69% | 9 |
|