Stonebridge 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
Q3 | – | Sell |
-321
| Closed | -$12K | – | 997 |
|
|
2022
Q2 | $12K | Buy |
321
+1
| +0.3% | +$37 | ﹤0.01% | 565 |
|
|
2022
Q1 | $14K | Hold |
320
| – | – | ﹤0.01% | 597 |
|
|
2021
Q4 | $15K | Buy |
320
+3
| +0.9% | +$141 | ﹤0.01% | 558 |
|
|
2021
Q3 | $14K | Sell |
317
-1,590
| -83% | -$70.2K | ﹤0.01% | 560 |
|
|
2021
Q2 | $83K | Buy |
1,907
+315
| +20% | +$13.7K | 0.01% | 369 |
|
|
2021
Q1 | $69K | Buy |
+1,592
| New | +$69K | 0.01% | 300 |
|