Western 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
Q4 | – | Sell |
-6,748
| Closed | -$247K | – | 616 |
|
|
2022
Q3 | $247K | Buy |
6,748
+1,206
| +22% | +$44.1K | 0.01% | 686 |
|
|
2022
Q2 | $217K | Hold |
5,542
| – | – | 0.01% | 712 |
|
|
2022
Q1 | $238K | Buy |
+5,542
| New | +$238K | 0.01% | 745 |
|
|
2020
Q1 | – | Sell |
-21,457
| Closed | -$861K | – | 373 |
|
|
2019
Q4 | $861K | Sell |
21,457
-771
| -3% | -$30.9K | 0.13% | 152 |
|
|
2019
Q3 | $874K | Buy |
22,228
+229
| +1% | +$9K | 0.18% | 131 |
|
|
2019
Q2 | $860K | Buy |
21,999
+51
| +0.2% | +$1.99K | 0.11% | 149 |
|
|
2019
Q1 | $835K | Buy |
+21,948
| New | +$835K | 0.19% | 131 |
|