AWA
Acorn Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,926
| Closed | -$263K | – | 168 |
|
|
2022
Q4 | $263K | Sell |
6,926
-722
| -9% | -$27.4K | 0.2% | 121 |
|
|
2022
Q3 | $280K | Sell |
7,648
-1,124
| -13% | -$41.2K | 0.23% | 107 |
|
|
2022
Q2 | $342K | Buy |
8,772
+7
| +0.1% | +$273 | 0.27% | 99 |
|
|
2022
Q1 | $377K | Sell |
8,765
-16
| -0.2% | -$688 | 0.26% | 100 |
|
|
2021
Q4 | $399K | Sell |
8,781
-293
| -3% | -$13.3K | 0.25% | 96 |
|
|
2021
Q3 | $406K | Buy |
9,074
+241
| +3% | +$10.8K | 0.28% | 88 |
|
|
2021
Q2 | $398K | Sell |
8,833
-94
| -1% | -$4.24K | 0.27% | 86 |
|
|
2021
Q1 | $389K | Buy |
8,927
+2,936
| +49% | +$128K | 0.28% | 87 |
|
|
2020
Q4 | $259K | Buy |
+5,991
| New | +$259K | 0.2% | 119 |
|
|
2018
Q3 | – | Sell |
-2,044
| Closed | -$77K | – | 137 |
|
|
2018
Q2 | $77K | Hold |
2,044
| – | – | 0.07% | 201 |
|
|
2018
Q1 | $77K | Sell |
2,044
-152
| -7% | -$5.73K | 0.07% | 200 |
|
|
2017
Q4 | $84K | Buy |
+2,196
| New | +$84K | 0.08% | 186 |
|