Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-35,049
| Closed | -$1.22M | – | 408 |
|
|
2016
Q1 | $1.22M | Buy |
35,049
+6,962
| +25% | +$242K | 0.1% | 158 |
|
|
2015
Q4 | $957K | Hold |
28,087
| – | – | 0.07% | 172 |
|
|
2015
Q3 | $951K | Buy |
28,087
+4,673
| +20% | +$158K | 0.08% | 160 |
|
|
2015
Q2 | $826K | Buy |
23,414
+2,202
| +10% | +$77.7K | 0.06% | 192 |
|
|
2015
Q1 | $756K | Buy |
+21,212
| New | +$756K | 0.05% | 198 |
|