Arden Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,700
| Closed | -$351K | – | 238 |
|
|
2023
Q2 | $351K | Hold |
8,700
| – | – | 0.06% | 182 |
|
|
2023
Q1 | $347K | Sell |
8,700
-1,265,188
| -99% | -$50.5M | 0.06% | 227 |
|
|
2022
Q4 | $48.4M | Buy |
1,273,888
+1,258,088
| +7,963% | +$47.8M | 9.84% | 1 |
|
|
2022
Q3 | $579K | Sell |
15,800
-62,723
| -80% | -$2.3M | 0.15% | 139 |
|
|
2022
Q2 | $3.06M | Buy |
+78,523
| New | +$3.06M | 0.7% | 35 |
|