Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,503
| Closed | -$458K | – | 413 |
|
|
2023
Q1 | $458K | Buy |
11,503
+1,142
| +11% | +$45.5K | 0.03% | 306 |
|
|
2022
Q4 | $394K | Sell |
10,361
-200
| -2% | -$7.6K | 0.03% | 308 |
|
|
2022
Q3 | $387K | Buy |
10,561
+945
| +10% | +$34.6K | 0.03% | 272 |
|
|
2022
Q2 | $375K | Sell |
9,616
-123
| -1% | -$4.8K | 0.03% | 310 |
|
|
2022
Q1 | $418K | Buy |
9,739
+1,700
| +21% | +$73K | 0.03% | 325 |
|
|
2021
Q4 | $366K | Buy |
8,039
+278
| +4% | +$12.7K | 0.02% | 356 |
|
|
2021
Q3 | $347K | Buy |
7,761
+3,063
| +65% | +$137K | 0.03% | 275 |
|
|
2021
Q2 | $212K | Buy |
+4,698
| New | +$212K | 0.02% | 353 |
|