Professional Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,463
| Closed | -$127K | – | 96 |
|
|
2022
Q3 | $127K | Buy |
3,463
+133
| +4% | +$4.88K | 0.08% | 89 |
|
|
2022
Q2 | $130K | Sell |
3,330
-2
| -0.1% | -$78 | 0.07% | 94 |
|
|
2022
Q1 | $143K | Sell |
3,332
-18
| -0.5% | -$773 | 0.06% | 89 |
|
|
2021
Q4 | $152K | Buy |
3,350
+26
| +0.8% | +$1.18K | 0.07% | 111 |
|
|
2021
Q3 | $149K | Sell |
3,324
-87
| -3% | -$3.9K | 0.09% | 94 |
|
|
2021
Q2 | $154K | Buy |
3,411
+8
| +0.2% | +$361 | 0.08% | 98 |
|
|
2021
Q1 | $148K | Buy |
3,403
+601
| +21% | +$26.1K | 0.09% | 93 |
|
|
2020
Q4 | $121K | Buy |
2,802
+884
| +46% | +$38.2K | 0.1% | 91 |
|
|
2020
Q3 | $78K | Buy |
+1,918
| New | +$78K | 0.07% | 105 |
|