Voya 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-5,157
| Closed | -$206K | – | 579 |
|
2019
Q4 | $206K | Sell |
5,157
-832
| -14% | -$33.2K | 0.01% | 603 |
|
2019
Q3 | $235K | Hold |
5,989
| – | – | 0.01% | 547 |
|
2019
Q2 | $233K | Sell |
5,989
-200
| -3% | -$7.78K | 0.01% | 554 |
|
2019
Q1 | $235K | Hold |
6,189
| – | – | 0.01% | 531 |
|
2018
Q4 | $220K | Sell |
6,189
-195
| -3% | -$6.93K | 0.01% | 498 |
|
2018
Q3 | $242K | Buy |
6,384
+150
| +2% | +$5.69K | 0.01% | 518 |
|
2018
Q2 | $233K | Hold |
6,234
| – | – | 0.02% | 496 |
|
2018
Q1 | $234K | Buy |
6,234
+162
| +3% | +$6.08K | 0.02% | 491 |
|
2017
Q4 | $231K | Hold |
6,072
| – | – | 0.01% | 489 |
|
2017
Q3 | $230K | Hold |
6,072
| – | – | 0.02% | 465 |
|
2017
Q2 | $226K | Sell |
6,072
-281
| -4% | -$10.5K | 0.02% | 450 |
|
2017
Q1 | $232K | Buy |
+6,353
| New | +$232K | 0.02% | 431 |
|