LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $139K | Buy |
3,398
+105
| +3% | +$4.3K | 0.06% | 160 |
|
|
2020
Q2 | $131K | Hold |
3,293
| – | – | 0.06% | 158 |
|
|
2020
Q1 | $121K | Sell |
3,293
-967
| -23% | -$35.5K | 0.07% | 151 |
|
|
2019
Q4 | $171K | Hold |
4,260
| – | – | 0.08% | 141 |
|
|
2019
Q3 | $167K | Sell |
4,260
-167
| -4% | -$6.55K | 0.08% | 140 |
|
|
2019
Q2 | $173K | Buy |
4,427
+252
| +6% | +$9.85K | 0.08% | 135 |
|
|
2019
Q1 | $159K | Sell |
4,175
-116
| -3% | -$4.42K | 0.08% | 145 |
|
|
2018
Q4 | $153K | Sell |
4,291
-94
| -2% | -$3.35K | 0.1% | 140 |
|
|
2018
Q3 | $166K | Sell |
4,385
-657
| -13% | -$24.9K | 0.09% | 141 |
|
|
2018
Q2 | $189K | Hold |
5,042
| – | – | 0.11% | 122 |
|
|
2018
Q1 | $190K | Buy |
+5,042
| New | +$190K | 0.11% | 115 |
|
|
2014
Q2 | – | Sell |
-1,564
| Closed | -$54K | – | 75 |
|
|
2014
Q1 | $54K | Buy |
1,564
+366
| +31% | +$12.6K | 0.04% | 115 |
|
|
2013
Q4 | $41K | Buy |
+1,198
| New | +$41K | 0.03% | 113 |
|