SignatureFD’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,130
| Closed | -$125K | – | 2579 |
|
|
2020
Q2 | $125K | Sell |
3,130
-40
| -1% | -$1.6K | 0.01% | 605 |
|
|
2020
Q1 | $116K | Buy |
3,170
+40
| +1% | +$1.46K | 0.01% | 575 |
|
|
2019
Q4 | $126K | Sell |
3,130
-165
| -5% | -$6.64K | 0.01% | 622 |
|
|
2019
Q3 | $129K | Sell |
3,295
-368
| -10% | -$14.4K | 0.01% | 555 |
|
|
2019
Q2 | $143K | Hold |
3,663
| – | – | 0.01% | 497 |
|
|
2019
Q1 | $139K | Buy |
3,663
+533
| +17% | +$20.2K | 0.01% | 514 |
|
|
2018
Q4 | $112K | Sell |
3,130
-403
| -11% | -$14.4K | 0.01% | 547 |
|
|
2018
Q3 | $134K | Hold |
3,533
| – | – | 0.01% | 535 |
|
|
2018
Q2 | $133K | Buy |
3,533
+403
| +13% | +$15.2K | 0.01% | 511 |
|
|
2018
Q1 | $118K | Buy |
+3,130
| New | +$118K | 0.01% | 470 |
|