Ausdal Financial Partners’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 | $577K | Sell |
12,534
-2,090
| -14% | -$96.2K | 0.04% | 395 |
|
|
2025
Q1 | $642K | Buy |
14,624
+460
| +3% | +$20.2K | 0.05% | 330 |
|
|
2024
Q4 | $615K | Sell |
14,164
-249
| -2% | -$10.8K | 0.05% | 304 |
|
|
2024
Q3 | $650K | Sell |
14,413
-131
| -0.9% | -$5.91K | 0.07% | 256 |
|
|
2024
Q2 | $626K | Sell |
14,544
-446
| -3% | -$19.2K | 0.07% | 251 |
|
|
2024
Q1 | $641K | Sell |
14,990
-3,432
| -19% | -$147K | 0.07% | 224 |
|
|
2023
Q4 | $765K | Sell |
18,422
-591
| -3% | -$24.5K | 0.09% | 190 |
|
|
2023
Q3 | $740K | Sell |
19,013
-484
| -2% | -$18.8K | 0.1% | 183 |
|
|
2023
Q2 | $788K | Buy |
19,497
+238
| +1% | +$9.62K | 0.11% | 180 |
|
|
2023
Q1 | $768K | Sell |
19,259
-305
| -2% | -$12.2K | 0.11% | 193 |
|
|
2022
Q4 | $744K | Sell |
19,564
-3,094
| -14% | -$118K | 0.11% | 191 |
|
|
2022
Q3 | $830K | Sell |
22,658
-769
| -3% | -$28.2K | 0.13% | 179 |
|
|
2022
Q2 | $913K | Buy |
23,427
+461
| +2% | +$18K | 0.14% | 184 |
|
|
2022
Q1 | $987K | Sell |
22,966
-368
| -2% | -$15.8K | 0.13% | 182 |
|
|
2021
Q4 | $1.06M | Buy |
23,334
+12,489
| +115% | +$568K | 0.14% | 176 |
|
|
2021
Q3 | $485K | Sell |
10,845
-745
| -6% | -$33.3K | 0.07% | 272 |
|
|
2021
Q2 | $522K | Buy |
11,590
+3,994
| +53% | +$180K | 0.08% | 255 |
|
|
2021
Q1 | $331K | Buy |
7,596
+1,322
| +21% | +$57.6K | 0.06% | 320 |
|
|
2020
Q4 | $271K | Sell |
6,274
-1,162
| -16% | -$50.2K | 0.05% | 334 |
|
|
2020
Q3 | $305K | Buy |
+7,436
| New | +$305K | 0.07% | 257 |
|
|
2020
Q1 | – | Sell |
-5,944
| Closed | -$240K | – | 287 |
|
|
2019
Q4 | $240K | Buy |
5,944
+750
| +14% | +$30.3K | 0.07% | 275 |
|
|
2019
Q3 | $204K | Buy |
+5,194
| New | +$204K | 0.07% | 282 |
|
|
2019
Q1 | – | Sell |
-8,731
| Closed | -$312K | – | 274 |
|
|
2018
Q4 | $312K | Sell |
8,731
-1,801
| -17% | -$64.4K | 0.15% | 164 |
|
|
2018
Q3 | $399K | Sell |
10,532
-13,640
| -56% | -$517K | 0.11% | 224 |
|
|
2018
Q2 | $907K | Sell |
24,172
-50
| -0.2% | -$1.88K | 0.28% | 109 |
|
|
2018
Q1 | $915K | Buy |
24,222
+3,843
| +19% | +$145K | 0.32% | 95 |
|
|
2017
Q4 | $775K | Buy |
20,379
+11,315
| +125% | +$430K | 0.28% | 113 |
|
|
2017
Q3 | $344K | Sell |
9,064
-244
| -3% | -$9.26K | 0.14% | 199 |
|
|
2017
Q2 | $347K | Buy |
9,308
+259
| +3% | +$9.66K | 0.15% | 188 |
|
|
2017
Q1 | $329K | Buy |
9,049
+1,725
| +24% | +$62.7K | 0.15% | 181 |
|
|
2016
Q4 | $258K | Buy |
7,324
+949
| +15% | +$33.4K | 0.12% | 194 |
|
|
2016
Q3 | $230K | Buy |
6,375
+486
| +8% | +$17.5K | 0.12% | 216 |
|
|
2016
Q2 | $208K | Buy |
+5,889
| New | +$208K | 0.11% | 220 |
|
|
2016
Q1 | – | Sell |
-3,089
| Closed | -$105K | – | 268 |
|
|
2015
Q4 | $105K | Buy |
+3,089
| New | +$105K | 0.05% | 302 |
|