MSI Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $400K | Buy |
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|
2016
Q3 | $390K | Sell |
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|
2016
Q2 | $393K | Buy |
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|
2016
Q1 | $229K | Sell |
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|
2015
Q4 | $252K | Buy |
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|
2015
Q3 | $98K | Hold |
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|
2015
Q2 | $102K | Buy |
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|
2015
Q1 | $92K | Sell |
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|
2014
Q4 | $92K | Buy |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $57K | Sell |
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|
2014
Q1 | $91K | Buy |
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