Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,062
| Closed | -$40K | – | 600 |
|
|
2018
Q1 | $40K | Buy |
1,062
+900
| +556% | +$33.9K | 0.03% | 351 |
|
|
2017
Q4 | $6K | Hold |
162
| – | – | ﹤0.01% | 680 |
|
|
2017
Q3 | $6K | Hold |
162
| – | – | 0.01% | 655 |
|
|
2017
Q2 | $6K | Buy |
162
+1
| +0.6% | +$37 | 0.01% | 630 |
|
|
2017
Q1 | $6K | Hold |
161
| – | – | 0.01% | 582 |
|
|
2016
Q4 | $6K | Buy |
+161
| New | +$6K | 0.01% | 531 |
|