Ogorek Anthony Joseph’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $39K | Sell |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $43K | Hold |
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|
2017
Q3 | $43K | Sell |
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|
2017
Q2 | $54K | Hold |
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|
2017
Q1 | $52K | Buy |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $16K | Sell |
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|
2016
Q2 | $159K | Sell |
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|
2016
Q1 | $159K | Sell |
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|
2015
Q4 | $164K | Sell |
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|
2015
Q3 | $166K | Buy |
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|
2015
Q2 | $172K | Buy |
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|
2015
Q1 | $144K | Sell |
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|
2014
Q4 | $244K | Buy |
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