LFA
Legacy Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,382
| Closed | -$738K | – | 63 |
|
|
2019
Q4 | $738K | Hold |
18,382
| – | – | 0.23% | 43 |
|
|
2019
Q3 | $722K | Hold |
18,382
| – | – | 0.24% | 47 |
|
|
2019
Q2 | $717K | Hold |
18,382
| – | – | 0.25% | 42 |
|
|
2019
Q1 | $700K | Sell |
18,382
-20,455
| -53% | -$779K | 0.24% | 43 |
|
|
2018
Q4 | $1.39M | Buy |
+38,837
| New | +$1.39M | 0.54% | 20 |
|