Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-590
| Closed | -$21K | – | 211 |
|
|
2018
Q4 | $21K | Sell |
590
-45
| -7% | -$1.6K | 0.01% | 366 |
|
|
2018
Q3 | $24K | Hold |
635
| – | – | 0.01% | 400 |
|
|
2018
Q2 | $24K | Hold |
635
| – | – | 0.01% | 384 |
|
|
2018
Q1 | $24K | Hold |
635
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $24K | Buy |
635
+245
| +63% | +$9.26K | 0.01% | 411 |
|
|
2017
Q3 | $15K | Buy |
+390
| New | +$15K | 0.01% | 441 |
|