Trilogy Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $14.4M | Sell |
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|
2021
Q3 | $14.4M | Sell |
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|
2021
Q2 | $15.1M | Sell |
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|
2021
Q1 | $16.3M | Sell |
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|
2020
Q4 | $23M | Buy |
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|
2020
Q3 | $17.3M | Sell |
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|
2020
Q2 | $17.6M | Sell |
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|
2020
Q1 | $37M | Buy |
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|
2019
Q4 | $8.34M | Buy |
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|
2019
Q3 | $6.96M | Buy |
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|
2019
Q2 | $5.89M | Buy |
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|
2019
Q1 | $5.28M | Buy |
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|
2018
Q4 | $2.65M | Buy |
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|
2018
Q3 | $100K | Buy |
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|
2018
Q2 | $96K | Buy |
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|
2018
Q1 | $82K | Buy |
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