Aveo Capital 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
Q1 | – | Sell |
-42,455
| Closed | -$1.84M | – | 185 |
|
|
2024
Q4 | $1.84M | Buy |
42,455
+1,062
| +3% | +$46.1K | 0.2% | 94 |
|
|
2024
Q3 | $1.87M | Buy |
41,393
+2,129
| +5% | +$96K | 0.2% | 92 |
|
|
2024
Q2 | $1.69M | Sell |
39,264
-238
| -0.6% | -$10.2K | 0.19% | 98 |
|
|
2024
Q1 | $1.66M | Buy |
39,502
+1,256
| +3% | +$52.8K | 0.18% | 104 |
|
|
2023
Q4 | $1.59M | Buy |
38,246
+840
| +2% | +$34.9K | 0.19% | 98 |
|
|
2023
Q3 | $1.46M | Sell |
37,406
-1,001
| -3% | -$39K | 0.19% | 101 |
|
|
2023
Q2 | $1.55M | Buy |
38,407
+2,174
| +6% | +$87.9K | 0.2% | 99 |
|
|
2023
Q1 | $1.44M | Sell |
36,233
-4,798
| -12% | -$191K | 0.19% | 96 |
|
|
2022
Q4 | $1.56M | Buy |
41,031
+748
| +2% | +$28.4K | 0.23% | 88 |
|
|
2022
Q3 | $1.48M | Sell |
40,283
-296
| -0.7% | -$10.8K | 0.25% | 81 |
|
|
2022
Q2 | $1.58M | Sell |
40,579
-1,635
| -4% | -$63.7K | 0.26% | 88 |
|
|
2022
Q1 | $1.81M | Sell |
42,214
-296
| -0.7% | -$12.7K | 0.32% | 76 |
|
|
2021
Q4 | $1.93M | Sell |
42,510
-5,704
| -12% | -$259K | 0.35% | 74 |
|
|
2021
Q3 | $2.16M | Buy |
48,214
+1,306
| +3% | +$58.4K | 0.45% | 63 |
|
|
2021
Q2 | $2.11M | Buy |
46,908
+5,159
| +12% | +$232K | 0.47% | 60 |
|
|
2021
Q1 | $1.82M | Buy |
+41,749
| New | +$1.82M | 0.46% | 55 |
|
|
2020
Q4 | – | Sell |
-38,091
| Closed | -$1.56M | – | 72 |
|
|
2020
Q3 | $1.56M | Buy |
+38,091
| New | +$1.56M | 0.56% | 42 |
|
|
2020
Q2 | – | Sell |
-35,775
| Closed | -$1.31M | – | 62 |
|
|
2020
Q1 | $1.31M | Buy |
35,775
+1,704
| +5% | +$62.6K | 0.64% | 42 |
|
|
2019
Q4 | $1.37M | Buy |
34,071
+2,422
| +8% | +$97.2K | 0.54% | 51 |
|
|
2019
Q3 | $1.26M | Buy |
31,649
+5,778
| +22% | +$229K | 0.52% | 58 |
|
|
2019
Q2 | $1.01M | Buy |
25,871
+4,199
| +19% | +$164K | 0.44% | 64 |
|
|
2019
Q1 | $825K | Buy |
21,672
+4,101
| +23% | +$156K | 0.38% | 65 |
|
|
2018
Q4 | $627K | Sell |
17,571
-668
| -4% | -$23.8K | 0.31% | 55 |
|
|
2018
Q3 | $666K | Sell |
18,239
-4,069
| -18% | -$149K | 0.3% | 58 |
|
|
2018
Q2 | $837K | Buy |
22,308
+1,243
| +6% | +$46.6K | 0.37% | 54 |
|
|
2018
Q1 | $796K | Buy |
21,065
+1,264
| +6% | +$47.8K | 0.33% | 52 |
|
|
2017
Q4 | $753K | Buy |
19,801
+1,021
| +5% | +$38.8K | 0.25% | 50 |
|
|
2017
Q3 | $713K | Buy |
18,780
+1,807
| +11% | +$68.6K | 0.25% | 53 |
|
|
2017
Q2 | $633K | Buy |
16,973
+1,937
| +13% | +$72.2K | 0.22% | 53 |
|
|
2017
Q1 | $547K | Sell |
15,036
-2,725
| -15% | -$99.1K | 0.2% | 55 |
|
|
2016
Q4 | $626K | Buy |
+17,761
| New | +$626K | 0.18% | 84 |
|