Ranch Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-59
| Closed | -$3K | – | 178 |
|
|
2021
Q3 | $3K | Buy |
59
+19
| +48% | +$966 | ﹤0.01% | 577 |
|
|
2021
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 829 |
|
|
2021
Q1 | $1K | Buy |
40
+25
| +167% | +$625 | ﹤0.01% | 824 |
|
|
2020
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 876 |
|
|
2020
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 869 |
|
|
2020
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 915 |
|