TrustCore Financial Services’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
Q4 | $38.8K | Hold |
1,020
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $37K | Hold |
1,020
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $40K | Hold |
1,020
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $44K | Hold |
1,020
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $46K | Hold |
1,020
| – | – | 0.01% | 451 |
|
|
2021
Q3 | $46K | Hold |
1,020
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $46K | Hold |
1,020
| – | – | ﹤0.01% | 471 |
|
|
2021
Q1 | $44K | Buy |
+1,020
| New | +$44K | 0.01% | 461 |
|
|
2020
Q4 | – | Sell |
-3,702
| Closed | -$152K | – | 885 |
|
|
2020
Q3 | $152K | Hold |
3,702
| – | – | 0.02% | 254 |
|
|
2020
Q2 | $148K | Sell |
3,702
-2,605
| -41% | -$104K | 0.03% | 254 |
|
|
2020
Q1 | $232K | Buy |
+6,307
| New | +$232K | 0.05% | 179 |
|