New England Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $70K | Hold |
2,000
| – | – | 0.02% | 502 |
|
|
2014
Q3 | $70K | Buy |
2,000
+1,250
| +167% | +$43.8K | 0.02% | 514 |
|
|
2014
Q2 | $27K | Buy |
750
+250
| +50% | +$9K | 0.01% | 801 |
|
|
2014
Q1 | $17K | Hold |
500
| – | – | 0.01% | 906 |
|
|
2013
Q4 | $17K | Hold |
500
| – | – | 0.01% | 867 |
|
|
2013
Q3 | $17K | Hold |
500
| – | – | 0.01% | 815 |
|
|
2013
Q2 | $16K | Buy |
+500
| New | +$16K | 0.01% | 738 |
|