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Retirement Planning Company of New England’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Retirement Planning Company of New England’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-261
Closed -$11K – 254
2021
Q4 		$11K Buy
+261
New +$11.8K 0.01% 627

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Retirement Planning Company of New England's AOM Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2022, closing a stake of 261 shares — an estimated $11K sold.

Retirement Planning Company of New England first reported a position in AOM in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 252 funds tracked by Wall St. Rank hold AOM as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 261 iShares Core Moderate Allocation ETF shares in Q1 2022, an estimated $11K.
  • Retirement Planning Company of New England first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core Moderate Allocation ETF position peaked at $11K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.