Lake Point Wealth Management’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
Q2 | $18K | Sell |
457
-260
| -36% | -$10.2K | 0.01% | 120 |
|
|
2022
Q1 | $31K | Buy |
717
+113
| +19% | +$4.89K | 0.01% | 87 |
|
|
2021
Q4 | $27K | Buy |
604
+80
| +15% | +$3.58K | 0.01% | 100 |
|
|
2021
Q3 | $23K | Buy |
524
+133
| +34% | +$5.84K | 0.01% | 97 |
|
|
2021
Q2 | $18K | Buy |
+391
| New | +$18K | 0.01% | 126 |
|
|
2020
Q1 | $7K | Hold |
198
| – | – | 0.01% | 130 |
|
|
2019
Q4 | $8K | Buy |
+198
| New | +$8K | ﹤0.01% | 293 |
|
|
2019
Q2 | $8K | Hold |
195
| – | – | ﹤0.01% | 359 |
|
|
2019
Q1 | $8K | Sell |
195
-423
| -68% | -$17.4K | ﹤0.01% | 359 |
|
|
2018
Q4 | $22K | Buy |
+618
| New | +$22K | 0.01% | 336 |
|