Lloyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,901
| Closed | -$425K | – | 94 |
|
|
2022
Q1 | $425K | Buy |
9,901
+8,481
| +597% | +$364K | 0.2% | 49 |
|
|
2021
Q4 | $65K | Sell |
1,420
-5,353
| -79% | -$245K | 0.03% | 171 |
|
|
2021
Q3 | $303K | Buy |
6,773
+6,112
| +925% | +$273K | 0.16% | 52 |
|
|
2021
Q2 | $30K | Sell |
661
-3,061
| -82% | -$139K | 0.02% | 209 |
|
|
2021
Q1 | $162K | Buy |
3,722
+2,420
| +186% | +$105K | 0.09% | 77 |
|
|
2020
Q4 | $56K | Buy |
1,302
+1,070
| +461% | +$46K | 0.03% | 109 |
|
|
2020
Q3 | $10K | Buy |
232
+1
| +0.4% | +$43 | 0.01% | 183 |
|
|
2020
Q2 | $9K | Buy |
231
+6
| +3% | +$234 | 0.01% | 183 |
|
|
2020
Q1 | $8K | Sell |
225
-109
| -33% | -$3.88K | 0.01% | 165 |
|
|
2019
Q4 | $13K | Buy |
+334
| New | +$13K | 0.01% | 200 |
|