Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-821
| Closed | -$37K | – | 212 |
|
|
2021
Q3 | $37K | Sell |
821
-52
| -6% | -$2.34K | 0.01% | 480 |
|
|
2021
Q2 | $39K | Buy |
873
+216
| +33% | +$9.65K | 0.02% | 376 |
|
|
2021
Q1 | $28K | Hold |
657
| – | – | 0.01% | 396 |
|
|
2020
Q4 | $28K | Buy |
657
+71
| +12% | +$3.03K | 0.01% | 393 |
|
|
2020
Q3 | $24K | Sell |
586
-16
| -3% | -$655 | 0.01% | 366 |
|
|
2020
Q2 | $24K | Sell |
602
-10
| -2% | -$399 | 0.02% | 349 |
|
|
2020
Q1 | $23K | Buy |
612
+162
| +36% | +$6.09K | 0.02% | 335 |
|
|
2019
Q4 | $18K | Buy |
450
+25
| +6% | +$1K | 0.01% | 426 |
|
|
2019
Q3 | $17K | Sell |
425
-511
| -55% | -$20.4K | 0.02% | 414 |
|
|
2019
Q2 | $37K | Buy |
+936
| New | +$37K | 0.03% | 297 |
|