Snowden Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$127K | – | 1076 |
|
|
2021
Q4 | $127K | Buy |
+2,800
| New | +$127K | 0.01% | 775 |
|
|
2017
Q1 | – | Sell |
-32,397
| Closed | -$1.14M | – | 338 |
|
|
2016
Q4 | $1.14M | Sell |
32,397
-325
| -1% | -$11.5K | 0.29% | 118 |
|
|
2016
Q3 | $1.18M | Buy |
32,722
+24,590
| +302% | +$887K | 0.32% | 111 |
|
|
2016
Q2 | $287K | Buy |
+8,132
| New | +$287K | 0.09% | 227 |
|