Ashton Thomas Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-676
| Closed | -$29.1K | – | 677 |
|
|
2024
Q2 | $29.1K | Buy |
+676
| New | +$29.1K | ﹤0.01% | 1058 |
|
|
2022
Q2 | – | Sell |
-6,855
| Closed | -$295K | – | 449 |
|
|
2022
Q1 | $295K | Hold |
6,855
| – | – | 0.03% | 413 |
|
|
2021
Q4 | $312K | Hold |
6,855
| – | – | 0.03% | 385 |
|
|
2021
Q3 | $307K | Buy |
6,855
+60
| +0.9% | +$2.68K | 0.04% | 302 |
|
|
2021
Q2 | $306K | Buy |
+6,795
| New | +$306K | 0.05% | 289 |
|
|
2021
Q1 | – | Sell |
-8,323
| Closed | -$360K | – | 299 |
|
|
2020
Q4 | $360K | Buy |
8,323
+1,303
| +19% | +$56.3K | 0.07% | 255 |
|
|
2020
Q3 | $288K | Buy |
7,020
+1,188
| +20% | +$48.8K | 0.07% | 226 |
|
|
2020
Q2 | $233K | Buy |
+5,832
| New | +$233K | 0.07% | 213 |
|