Risk Paradigm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $248K | Buy |
6,940
+23
| +0.3% | +$821 | 0.6% | 39 |
|
|
2018
Q3 | $262K | Sell |
6,917
-180
| -3% | -$6.82K | 0.52% | 42 |
|
|
2018
Q2 | $266K | Hold |
7,097
| – | – | 0.51% | 41 |
|
|
2018
Q1 | $268K | Hold |
7,097
| – | – | 0.34% | 75 |
|
|
2017
Q4 | $270K | Sell |
7,097
-100
| -1% | -$3.8K | 0.29% | 85 |
|
|
2017
Q3 | $273K | Sell |
7,197
-5,789
| -45% | -$220K | 0.33% | 78 |
|
|
2017
Q2 | $484K | Sell |
12,986
-262
| -2% | -$9.77K | 0.57% | 53 |
|
|
2017
Q1 | $482K | Sell |
13,248
-930
| -7% | -$33.8K | 0.55% | 58 |
|
|
2016
Q4 | $499K | Sell |
14,178
-2,904
| -17% | -$102K | 0.55% | 64 |
|
|
2016
Q3 | $616K | Buy |
+17,082
| New | +$616K | 0.46% | 58 |
|