Wolverine Trading’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-5,395
| Closed | -$211K | – | 1300 |
|
2019
Q2 | $211K | Sell |
5,395
-19,797
| -79% | -$774K | ﹤0.01% | 947 |
|
2019
Q1 | $959K | Buy |
+25,192
| New | +$959K | ﹤0.01% | 373 |
|
2017
Q2 | – | Sell |
-24,635
| Closed | -$897K | – | 1262 |
|
2017
Q1 | $897K | Buy |
24,635
+2,154
| +10% | +$78.4K | ﹤0.01% | 386 |
|
2016
Q4 | $792K | Buy |
+22,481
| New | +$792K | ﹤0.01% | 415 |
|