Winch Advisory Services’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 |
-167
| Closed | -$8K | – | 460 |
|
|
2021
Q4 | $8K | Sell |
167
-203
| -55% | -$9.73K | ﹤0.01% | 286 |
|
|
2021
Q3 | $17K | Sell |
370
-560
| -60% | -$25.7K | 0.01% | 221 |
|
|
2021
Q2 | $42K | Sell |
930
-225
| -19% | -$10.2K | 0.02% | 138 |
|
|
2021
Q1 | $50K | Buy |
1,155
+1,034
| +855% | +$44.8K | 0.02% | 124 |
|
|
2020
Q4 | $5K | Hold |
121
| – | – | ﹤0.01% | 295 |
|
|
2020
Q3 | $5K | Buy |
+121
| New | +$5K | ﹤0.01% | 257 |
|
|
2015
Q3 | – | Sell |
-39,934
| Closed | -$1.41M | – | 235 |
|
|
2015
Q2 | $1.41M | Buy |
+39,934
| New | +$1.41M | 0.77% | 36 |
|