SRH 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 |
-340
| Closed | -$15K | – | 306 |
|
|
2021
Q4 | $15K | Hold |
340
| – | – | 0.02% | 194 |
|
|
2021
Q3 | $15K | Hold |
340
| – | – | 0.02% | 189 |
|
|
2021
Q2 | $15K | Hold |
340
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $15K | Hold |
340
| – | – | 0.02% | 176 |
|
|
2020
Q4 | $15K | Buy |
+340
| New | +$15K | 0.02% | 176 |
|