Well Done LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-25,630
| Closed | -$968K | – | 155 |
|
|
2018
Q1 | $968K | Hold |
25,630
| – | – | 0.3% | 47 |
|
|
2017
Q4 | $975K | Buy |
25,630
+329
| +1% | +$12.5K | 0.32% | 46 |
|
|
2017
Q3 | $961K | Hold |
25,301
| – | – | 0.29% | 54 |
|
|
2017
Q2 | $943K | Hold |
25,301
| – | – | 0.33% | 44 |
|
|
2017
Q1 | $920K | Sell |
25,301
-13,795
| -35% | -$502K | 0.33% | 42 |
|
|
2016
Q4 | $1.38M | Sell |
39,096
-20,650
| -35% | -$727K | 0.52% | 35 |
|
|
2016
Q3 | $9.36K | Buy |
59,746
+406
| +0.7% | +$64 | 3.37% | 9 |
|
|
2016
Q2 | $2.1M | Buy |
+59,340
| New | +$2.1M | 0.76% | 26 |
|