SJIA
St. James Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-402
| Closed | -$15K | – | 105 |
|
|
2022
Q3 | $15K | Sell |
402
-537
| -57% | -$20K | 0.03% | 84 |
|
|
2022
Q2 | $37K | Hold |
939
| – | – | 0.07% | 70 |
|
|
2022
Q1 | $40K | Sell |
939
-2
| -0.2% | -$85 | 0.03% | 58 |
|
|
2021
Q4 | $43K | Buy |
+941
| New | +$43K | 0.03% | 80 |
|