Aptus Capital Advisors’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 | $5.13K | Sell |
111
-4
| -3% | -$185 | ﹤0.01% | 1408 |
|
|
2025
Q1 | $5.04K | Sell |
115
-2
| -2% | -$88 | ﹤0.01% | 1329 |
|
|
2024
Q4 | $5.09K | Sell |
117
-552
| -83% | -$24K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $30.2K | Buy |
669
+558
| +503% | +$25.2K | ﹤0.01% | 987 |
|
|
2024
Q2 | $4.77K | Sell |
111
-4
| -3% | -$172 | ﹤0.01% | 1076 |
|
|
2024
Q1 | $4.92K | Buy |
115
+111
| +2,775% | +$4.75K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $166 | Sell |
4
-304
| -99% | -$12.6K | ﹤0.01% | 910 |
|
|
2023
Q3 | $12K | Sell |
308
-484
| -61% | -$18.8K | ﹤0.01% | 786 |
|
|
2023
Q2 | $32K | Sell |
792
-45
| -5% | -$1.82K | ﹤0.01% | 606 |
|
|
2023
Q1 | $33.3K | Sell |
837
-5
| -0.6% | -$199 | ﹤0.01% | 594 |
|
|
2022
Q4 | $32K | Buy |
842
+6
| +0.7% | +$228 | ﹤0.01% | 621 |
|
|
2022
Q3 | $30K | Sell |
836
-415
| -33% | -$14.9K | ﹤0.01% | 585 |
|
|
2022
Q2 | $49K | Sell |
1,251
-134
| -10% | -$5.25K | ﹤0.01% | 466 |
|
|
2022
Q1 | $59K | Sell |
1,385
-13,847
| -91% | -$590K | ﹤0.01% | 491 |
|
|
2021
Q4 | $693K | Buy |
15,232
+11,832
| +348% | +$538K | 0.02% | 258 |
|
|
2021
Q3 | $152K | Buy |
3,400
+230
| +7% | +$10.3K | ﹤0.01% | 348 |
|
|
2021
Q2 | $143K | Hold |
3,170
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $138K | Buy |
+3,170
| New | +$138K | ﹤0.01% | 333 |
|