RSWM
Robertson Stephens Wealth Management’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 |
-5,750
| Closed | -$247K | – | 373 |
|
|
2022
Q1 | $247K | Sell |
5,750
-1,000
| -15% | -$43K | 0.02% | 346 |
|
|
2021
Q4 | $306K | Hold |
6,750
| – | – | 0.03% | 314 |
|
|
2021
Q3 | $302K | Hold |
6,750
| – | – | 0.03% | 257 |
|
|
2021
Q2 | $304K | Hold |
6,750
| – | – | 0.04% | 262 |
|
|
2021
Q1 | $293K | Sell |
6,750
-18,217
| -73% | -$791K | 0.05% | 236 |
|
|
2020
Q4 | $1.08M | Buy |
+24,967
| New | +$1.08M | 0.23% | 83 |
|