American Capital Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.22K | Hold |
135
| – | – | ﹤0.01% | 327 |
|
2025
Q1 | $5.92K | Hold |
135
| – | – | ﹤0.01% | 328 |
|
2024
Q4 | $5.87K | Sell |
135
-29
| -18% | -$1.26K | ﹤0.01% | 335 |
|
2024
Q3 | $7.4K | Buy |
164
+29
| +21% | +$1.31K | ﹤0.01% | 313 |
|
2024
Q2 | $5.6K | Hold |
135
| – | – | ﹤0.01% | 298 |
|
2024
Q1 | $5.38K | Hold |
135
| – | – | ﹤0.01% | 302 |
|
2023
Q4 | $5.6K | Buy |
+135
| New | +$5.6K | ﹤0.01% | 298 |
|