Acorn Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $389K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $77K | Sell |
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|
2017
Q4 | $84K | Buy |
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