MDE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $736K | Buy |
20,648
+13,775
| +200% | +$491K | 0.19% | 15 |
|
|
2014
Q4 | $242K | Sell |
6,873
-14,143
| -67% | -$498K | 0.06% | 53 |
|
|
2014
Q3 | $734K | Sell |
21,016
-27,607
| -57% | -$964K | 0.18% | 17 |
|
|
2014
Q2 | $1.74M | Sell |
48,623
-55,531
| -53% | -$1.98M | 0.4% | 11 |
|
|
2014
Q1 | $3.63M | Sell |
104,154
-3,370
| -3% | -$117K | 0.73% | 6 |
|
|
2013
Q4 | $3.69M | Sell |
107,524
-58,570
| -35% | -$2.01M | 0.62% | 5 |
|
|
2013
Q3 | $5.54M | Sell |
166,094
-64,840
| -28% | -$2.16M | 0.89% | 5 |
|
|
2013
Q2 | $7.48M | Buy |
+230,934
| New | +$7.48M | 1.2% | 5 |
|