SeaCrest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-508
| Closed | -$19K | – | 587 |
|
|
2019
Q1 | $19K | Hold |
508
| – | – | ﹤0.01% | 1298 |
|
|
2018
Q4 | $18K | Hold |
508
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q3 | $19K | Hold |
508
| – | – | ﹤0.01% | 1387 |
|
|
2018
Q2 | $19K | Buy |
508
+46
| +10% | +$1.72K | ﹤0.01% | 1372 |
|
|
2018
Q1 | $17K | Sell |
462
-15
| -3% | -$552 | ﹤0.01% | 1379 |
|
|
2017
Q4 | $18K | Buy |
+477
| New | +$18K | ﹤0.01% | 1369 |
|