Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,321
| Closed | -$104K | – | 623 |
|
|
2021
Q1 | $104K | Buy |
2,321
+172
| +8% | +$7.71K | ﹤0.01% | 1345 |
|
|
2020
Q4 | $93K | Buy |
2,149
+7
| +0.3% | +$303 | ﹤0.01% | 1178 |
|
|
2020
Q3 | $88K | Buy |
2,142
+5
| +0.2% | +$205 | ﹤0.01% | 1014 |
|
|
2020
Q2 | $85K | Buy |
2,137
+22
| +1% | +$875 | ﹤0.01% | 1012 |
|
|
2020
Q1 | $78K | Sell |
2,115
-161
| -7% | -$5.94K | 0.01% | 919 |
|
|
2019
Q4 | $91K | Buy |
2,276
+382
| +20% | +$15.3K | 0.01% | 948 |
|
|
2019
Q3 | $74K | Buy |
+1,894
| New | +$74K | 0.01% | 900 |
|