Mid Atlantic Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $822K | Sell |
18,371
-1,435
| -7% | -$64.2K | 0.06% | 307 |
|
|
2021
Q2 | $892K | Sell |
19,806
-249
| -1% | -$11.2K | 0.06% | 282 |
|
|
2021
Q1 | $873K | Buy |
20,055
+689
| +4% | +$30K | 0.06% | 274 |
|
|
2020
Q4 | $837K | Buy |
19,366
+3,622
| +23% | +$157K | 0.06% | 265 |
|
|
2020
Q3 | $661K | Buy |
15,744
+2,514
| +19% | +$106K | 0.06% | 299 |
|
|
2020
Q2 | $527K | Sell |
13,230
-1,000
| -7% | -$39.8K | 0.05% | 319 |
|
|
2020
Q1 | $523K | Buy |
14,230
+5,384
| +61% | +$198K | 0.06% | 292 |
|
|
2019
Q4 | $355K | Buy |
+8,846
| New | +$355K | 0.03% | 480 |
|