Rowland Carmichael Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.35M | Sell |
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2020
Q3 | $2.31M | Sell |
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2020
Q2 | $2.25M | Buy |
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|
2020
Q1 | $2.03M | Buy |
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|
2019
Q4 | $2.14M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.72M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $83K | Hold |
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|
2018
Q3 | $88K | Hold |
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|
2018
Q2 | $87K | Hold |
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|
2018
Q1 | $87K | Sell |
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|
2017
Q4 | $160K | Buy |
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|
2017
Q3 | $153K | Buy |
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|
2017
Q2 | $142K | Buy |
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|
2017
Q1 | $120K | Buy |
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|
2016
Q4 | $72K | Sell |
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|
2016
Q3 | $83K | Sell |
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|
2016
Q2 | $85K | Buy |
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|
2016
Q1 | $32K | Buy |
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