Rockefeller Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,695
| Closed | -$748K | – | 2066 |
|
|
2022
Q4 | $748K | Buy |
19,695
+17,587
| +834% | +$668K | ﹤0.01% | 1117 |
|
|
2022
Q3 | $77K | Sell |
2,108
-1,162
| -36% | -$42.4K | ﹤0.01% | 2131 |
|
|
2022
Q2 | $127K | Buy |
+3,270
| New | +$127K | ﹤0.01% | 1822 |
|
|
2022
Q1 | – | Sell |
-3,624
| Closed | -$164K | – | 3855 |
|
|
2021
Q4 | $164K | Buy |
+3,624
| New | +$164K | ﹤0.01% | 1726 |
|