Jackson Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $411K | Buy |
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|
2017
Q4 | $405K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $682K | Sell |
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|
2016
Q4 | $712K | Sell |
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|
2016
Q3 | $717K | Sell |
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|
2016
Q2 | $734K | Buy |
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|
2016
Q1 | $708K | Sell |
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|
2015
Q4 | $719K | Sell |
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|
2015
Q3 | $783K | Sell |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $1.31M | Sell |
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|
2014
Q4 | $1.43M | Buy |
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