Asset Dedication LLC’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 | – | Sell |
-264
| Closed | -$11.6K | – | 1182 |
|
|
2025
Q1 | $11.6K | Buy |
+264
| New | +$11.6K | ﹤0.01% | 742 |
|
|
2022
Q2 | – | Sell |
-243
| Closed | -$10K | – | 526 |
|
|
2022
Q1 | $10K | Hold |
243
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $11K | Sell |
243
-1,757
| -88% | -$79.5K | ﹤0.01% | 628 |
|
|
2021
Q3 | $89K | Hold |
2,000
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $90K | Hold |
2,000
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $87K | Hold |
2,000
| – | – | 0.02% | 286 |
|
|
2020
Q4 | $86K | Buy |
+2,000
| New | +$86K | 0.02% | 301 |
|