RWA
Redhawk Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-15,010
| Closed | -$645K | – | 164 |
|
2022
Q1 | $645K | Sell |
15,010
-4,210
| -22% | -$181K | 0.17% | 94 |
|
2021
Q4 | $874K | Sell |
19,220
-76
| -0.4% | -$3.46K | 0.22% | 80 |
|
2021
Q3 | $863K | Sell |
19,296
-772
| -4% | -$34.5K | 0.24% | 83 |
|
2021
Q2 | $904K | Buy |
20,068
+511
| +3% | +$23K | 0.2% | 103 |
|
2021
Q1 | $852K | Buy |
19,557
+2,314
| +13% | +$101K | 0.21% | 92 |
|
2020
Q4 | $745K | Buy |
17,243
+2,262
| +15% | +$97.7K | 0.19% | 92 |
|
2020
Q3 | $615K | Buy |
+14,981
| New | +$615K | 0.18% | 102 |
|
2019
Q3 | – | Sell |
-38
| Closed | -$1K | – | 151 |
|
2019
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 446 |
|