Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-24,629.20
% of Total Estimate Gain
-3.44%

Forward Management, LLC's iShares Core 40/60 Moderate Allocation ETF Holding Summary

As of 2022-12-31, Forward Management, LLC held - shares of iShares Core 40/60 Moderate Allocation ETF(AOM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Forward Management, LLC now holds 0% of the outstanding iShares Core 40/60 Moderate Allocation ETF(AOM) stock.

The initial trade took place in 2022Q3. And since then Forward Management, LLC has made 1 purchases of AOM, at an average price of $38.98, for a total of 18,380.00 shares. In addition, there have been 1 sales at an average price of $37.64 for 18,380.00 shares. Based on historical transaction data and AOM's current price of $45.65, Forward Management, LLC's estimated gain on his AOM holdings is $-24,629.20, reflecting a -3.44% gain to date.

Forward Management, LLC AOM ($45.65) Holding Chart

Forward Management, LLC AOM ($45.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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