Beacon Pointe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $455K | Sell |
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|
2023
Q2 | $487K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $834K | Sell |
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|
2021
Q3 | $914K | Sell |
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|
2021
Q2 | $4.18M | Buy |
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|
2021
Q1 | $3.83M | Buy |
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