Lincoln National Corp’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
Q2 | – | Sell |
-21,635
| Closed | -$862K | – | 1021 |
|
|
2023
Q1 | $862K | Buy |
21,635
+567
| +3% | +$22.6K | 0.02% | 425 |
|
|
2022
Q4 | $801K | Buy |
21,068
+13,138
| +166% | +$499K | 0.02% | 403 |
|
|
2022
Q3 | $290K | Sell |
7,930
-397
| -5% | -$14.5K | 0.01% | 672 |
|
|
2022
Q2 | $324K | Buy |
8,327
+2,160
| +35% | +$84K | 0.01% | 627 |
|
|
2022
Q1 | $265K | Buy |
6,167
+145
| +2% | +$6.23K | 0.01% | 755 |
|
|
2021
Q4 | $274K | Buy |
+6,022
| New | +$274K | 0.01% | 744 |
|
|
2020
Q2 | – | Sell |
-5,949
| Closed | -$219K | – | 645 |
|
|
2020
Q1 | $219K | Hold |
5,949
| – | – | 0.01% | 518 |
|
|
2019
Q4 | $239K | Buy |
5,949
+807
| +16% | +$32.4K | 0.01% | 555 |
|
|
2019
Q3 | $202K | Hold |
5,142
| – | – | 0.01% | 540 |
|
|
2019
Q2 | $201K | Sell |
5,142
-592
| -10% | -$23.1K | 0.01% | 527 |
|
|
2019
Q1 | $218K | Hold |
5,734
| – | – | 0.01% | 460 |
|
|
2018
Q4 | $205K | Buy |
+5,734
| New | +$205K | 0.01% | 440 |
|