Atria Investments’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 | $216K | Buy |
+4,683
| New | +$216K | ﹤0.01% | 1884 |
|
|
2025
Q1 | – | Sell |
-9,513
| Closed | -$413K | – | 1897 |
|
|
2024
Q4 | $413K | Buy |
9,513
+4,651
| +96% | +$202K | 0.01% | 1426 |
|
|
2024
Q3 | $219K | Sell |
4,862
-272
| -5% | -$12.3K | ﹤0.01% | 1783 |
|
|
2024
Q2 | $221K | Buy |
+5,134
| New | +$221K | ﹤0.01% | 1764 |
|
|
2022
Q3 | – | Sell |
-33,766
| Closed | -$1.32M | – | 736 |
|
|
2022
Q2 | $1.32M | Buy |
+33,766
| New | +$1.32M | 0.03% | 637 |
|