Midwest Professional Planners Ltd (MPPL)’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
Q4 | – | Sell |
-5,383
| Closed | -$241K | – | 117 |
|
|
2021
Q3 | $241K | Sell |
5,383
-46
| -0.8% | -$2.06K | 0.13% | 109 |
|
|
2021
Q2 | $245K | Sell |
5,429
-1,951
| -26% | -$88K | 0.13% | 111 |
|
|
2021
Q1 | $271K | Buy |
7,380
+588
| +9% | +$21.6K | 0.27% | 72 |
|
|
2020
Q4 | $293K | Sell |
6,792
-666
| -9% | -$28.7K | 0.18% | 91 |
|
|
2020
Q3 | $306K | Sell |
7,458
-144
| -2% | -$5.91K | 0.22% | 83 |
|
|
2020
Q2 | $303K | Buy |
7,602
+222
| +3% | +$8.85K | 0.24% | 84 |
|
|
2020
Q1 | $271K | Sell |
7,380
-530
| -7% | -$19.5K | 0.27% | 73 |
|
|
2019
Q4 | $317K | Buy |
7,910
+11
| +0.1% | +$441 | 0.26% | 75 |
|
|
2019
Q3 | $310K | Sell |
7,899
-1,280
| -14% | -$50.2K | 0.28% | 72 |
|
|
2019
Q2 | $358K | Sell |
9,179
-486
| -5% | -$19K | 0.33% | 67 |
|
|
2019
Q1 | $368K | Sell |
9,665
-22
| -0.2% | -$838 | 0.36% | 63 |
|
|
2018
Q4 | $346K | Buy |
9,687
+574
| +6% | +$20.5K | 0.37% | 61 |
|
|
2018
Q3 | $345K | Buy |
9,113
+154
| +2% | +$5.83K | 0.32% | 64 |
|
|
2018
Q2 | $336K | Buy |
8,959
+882
| +11% | +$33.1K | 0.3% | 67 |
|
|
2018
Q1 | $305K | Buy |
8,077
+1,287
| +19% | +$48.6K | 0.27% | 71 |
|
|
2017
Q4 | $258K | Buy |
+6,790
| New | +$258K | 0.24% | 80 |
|