Bank of Montreal’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $297K | Buy |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $262 | Buy |
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|
2022
Q2 | $247 | Sell |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $337K | Sell |
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|
2021
Q3 | $370K | Buy |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $58K | Buy |
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|
2020
Q4 | $35K | Sell |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $33K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $19K | Hold |
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|
2014
Q4 | $18K | Hold |
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|
2014
Q3 | $18K | Sell |
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|
2014
Q2 | $40K | Buy |
|