LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $131K | Hold |
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|
2020
Q1 | $121K | Sell |
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|
2019
Q4 | $171K | Hold |
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|
2019
Q3 | $167K | Sell |
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|
2019
Q2 | $173K | Buy |
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|
2019
Q1 | $159K | Sell |
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|
2018
Q4 | $153K | Sell |
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|
2018
Q3 | $166K | Sell |
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|
2018
Q2 | $189K | Hold |
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|
2018
Q1 | $190K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $54K | Buy |
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|
2013
Q4 | $41K | Buy |
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