Partnervest Advisory Services’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
Q3 | – | Sell |
-6,169
| Closed | -$220K | – | 185 |
|
|
2014
Q2 | $220K | Buy |
6,169
+2
| +0% | +$71 | 0.1% | 143 |
|
|
2014
Q1 | $215K | Sell |
6,167
-1,910
| -24% | -$66.6K | 0.1% | 140 |
|
|
2013
Q4 | $277K | Sell |
8,077
-3,177
| -28% | -$109K | 0.13% | 120 |
|
|
2013
Q3 | $375K | Buy |
11,254
+67
| +0.6% | +$2.23K | 0.19% | 73 |
|
|
2013
Q2 | $362K | Buy |
+11,187
| New | +$362K | 0.17% | 63 |
|