Level Four Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,263
| Closed | -$200K | – | 762 |
|
|
2022
Q4 | $200K | Buy |
+5,263
| New | +$200K | 0.01% | 619 |
|
|
2022
Q3 | – | Sell |
-5,263
| Closed | -$205K | – | 545 |
|
|
2022
Q2 | $205K | Sell |
5,263
-300
| -5% | -$11.7K | 0.02% | 518 |
|
|
2022
Q1 | $239K | Sell |
5,563
-22
| -0.4% | -$945 | 0.02% | 558 |
|
|
2021
Q4 | $254K | Buy |
+5,585
| New | +$254K | 0.02% | 541 |
|