Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$39 | – | 678 |
|
|
2020
Q2 | $39 | Hold |
1,000
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $36 | Buy |
+1,000
| New | +$36 | ﹤0.01% | 355 |
|
|
2019
Q2 | $39 | Buy |
+1,000
| New | +$39 | ﹤0.01% | 344 |
|
|
2018
Q4 | $35.7K | Buy |
+1,000
| New | +$35.7K | 0.01% | 327 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$37.5K | – | 818 |
|
|
2018
Q1 | $37.5K | Hold |
1,000
| – | – | 0.02% | 303 |
|
|
2017
Q4 | $38.5K | Hold |
1,000
| – | – | 0.02% | 307 |
|
|
2017
Q3 | $37.9K | Hold |
1,000
| – | – | 0.02% | 295 |
|
|
2017
Q2 | $37K | Hold |
1,000
| – | – | 0.02% | 293 |
|
|
2017
Q1 | $36.3K | Buy |
+1,000
| New | +$36.3K | 0.02% | 283 |
|