Tarbox Family Office’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
Q2 | – | Sell |
-866
| Closed | -$33K | – | 607 |
|
|
2018
Q1 | $33K | Hold |
866
| – | – | 0.01% | 186 |
|
|
2017
Q4 | $33K | Hold |
866
| – | – | 0.01% | 190 |
|
|
2017
Q3 | $33K | Hold |
866
| – | – | 0.01% | 186 |
|
|
2017
Q2 | $32K | Sell |
866
-896
| -51% | -$33.1K | 0.02% | 171 |
|
|
2017
Q1 | $64K | Hold |
1,762
| – | – | 0.03% | 121 |
|
|
2016
Q4 | $62K | Hold |
1,762
| – | – | 0.04% | 102 |
|
|
2016
Q3 | $64K | Hold |
1,762
| – | – | 0.04% | 92 |
|
|
2016
Q2 | $62K | Buy |
1,762
+287
| +19% | +$10.1K | 0.04% | 94 |
|
|
2016
Q1 | $51K | Buy |
1,475
+749
| +103% | +$25.9K | 0.04% | 109 |
|
|
2015
Q4 | $25K | Buy |
+726
| New | +$25K | 0.02% | 135 |
|