OAJ
Ogorek Anthony Joseph’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,050
| Closed | -$37K | – | 155 |
|
|
2018
Q4 | $37K | Hold |
1,050
| – | – | 0.03% | 38 |
|
|
2018
Q3 | $39K | Sell |
1,050
-100
| -9% | -$3.71K | 0.03% | 37 |
|
|
2018
Q2 | $43K | Hold |
1,150
| – | – | 0.03% | 33 |
|
|
2018
Q1 | $43K | Hold |
1,150
| – | – | 0.04% | 32 |
|
|
2017
Q4 | $43K | Hold |
1,150
| – | – | 0.04% | 29 |
|
|
2017
Q3 | $43K | Sell |
1,150
-300
| -21% | -$11.2K | 0.04% | 27 |
|
|
2017
Q2 | $54K | Hold |
1,450
| – | – | 0.05% | 26 |
|
|
2017
Q1 | $52K | Buy |
1,450
+1,002
| +224% | +$35.9K | 0.05% | 26 |
|
|
2016
Q4 | $16K | Hold |
448
| – | – | 0.01% | 45 |
|
|
2016
Q3 | $16K | Sell |
448
-4,073
| -90% | -$145K | 0.01% | 45 |
|
|
2016
Q2 | $159K | Sell |
4,521
-59
| -1% | -$2.08K | 0.14% | 17 |
|
|
2016
Q1 | $159K | Sell |
4,580
-233
| -5% | -$8.09K | 0.13% | 18 |
|
|
2015
Q4 | $164K | Sell |
4,813
-103
| -2% | -$3.51K | 0.14% | 21 |
|
|
2015
Q3 | $166K | Buy |
4,916
+35
| +0.7% | +$1.18K | 0.14% | 19 |
|
|
2015
Q2 | $172K | Buy |
4,881
+844
| +21% | +$29.7K | 0.13% | 19 |
|
|
2015
Q1 | $144K | Sell |
4,037
-2,745
| -40% | -$97.9K | 0.1% | 19 |
|
|
2014
Q4 | $244K | Buy |
+6,782
| New | +$244K | 0.18% | 17 |
|