Vigilare Wealth Management’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
Q1 | – | Sell |
-8,795
| Closed | -$400K | – | 141 |
|
|
2021
Q4 | $400K | Sell |
8,795
-2,125
| -19% | -$96.6K | 0.24% | 108 |
|
|
2021
Q3 | $489K | Buy |
10,920
+2,742
| +34% | +$123K | 0.3% | 95 |
|
|
2021
Q2 | $368K | Buy |
8,178
+1,963
| +32% | +$88.3K | 0.22% | 122 |
|
|
2021
Q1 | $271K | Buy |
6,215
+275
| +5% | +$12K | 0.19% | 144 |
|
|
2020
Q4 | $257K | Buy |
5,940
+134
| +2% | +$5.8K | 0.24% | 95 |
|
|
2020
Q3 | $238K | Sell |
5,806
-339
| -6% | -$13.9K | 0.25% | 96 |
|
|
2020
Q2 | $245K | Sell |
6,145
-177
| -3% | -$7.06K | 0.25% | 87 |
|
|
2020
Q1 | $232K | Sell |
6,322
-816
| -11% | -$29.9K | 0.28% | 89 |
|
|
2019
Q4 | $288K | Buy |
+7,138
| New | +$288K | 0.19% | 109 |
|