Stuart Chaussee & Associates’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
2018
Q1
Sell
-791,238
Closed -$30.1M 109
2017
Q4
$30.1M Buy
791,238
+357,525
+82% +$13.6M 21.75% 2
2017
Q3
$16.4M Buy
+433,713
New +$16.4M 12.22% 3