SEI Investments’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
Q3 | – | Sell |
-280
| Closed | -$11K | – | 2531 |
|
|
2018
Q2 | $11K | Buy |
+280
| New | +$11K | ﹤0.01% | 2958 |
|
|
2018
Q1 | – | Sell |
-1,411
| Closed | -$54K | – | 3453 |
|
|
2017
Q4 | $54K | Buy |
+1,411
| New | +$54K | ﹤0.01% | 2325 |
|
|
2016
Q3 | – | Sell |
-1,070
| Closed | -$38K | – | 2827 |
|
|
2016
Q2 | $38K | Buy |
+1,070
| New | +$38K | ﹤0.01% | 2008 |
|
|
2016
Q1 | – | Sell |
-135
| Closed | -$5K | – | 2500 |
|
|
2015
Q4 | $5K | Buy |
+135
| New | +$5K | ﹤0.01% | 2289 |
|