Bogart Wealth LLC’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 | $27.4K | Hold |
595
| – | – | ﹤0.01% | 564 |
|
|
2025
Q1 | $26.1K | Hold |
595
| – | – | ﹤0.01% | 522 |
|
|
2024
Q4 | $25.8K | Hold |
595
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $26.8K | Hold |
595
| – | – | ﹤0.01% | 506 |
|
|
2024
Q2 | $25.6K | Hold |
595
| – | – | ﹤0.01% | 503 |
|
|
2024
Q1 | $25.5K | Hold |
595
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $24.7K | Sell |
595
-232
| -28% | -$9.63K | ﹤0.01% | 472 |
|
|
2023
Q3 | $32.2K | Sell |
827
-323
| -28% | -$12.6K | ﹤0.01% | 407 |
|
|
2023
Q2 | $46.5K | Hold |
1,150
| – | – | ﹤0.01% | 339 |
|
|
2023
Q1 | $45.8K | Hold |
1,150
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $43.7K | Hold |
1,150
| – | – | ﹤0.01% | 315 |
|
|
2022
Q3 | $42K | Hold |
1,150
| – | – | ﹤0.01% | 321 |
|
|
2022
Q2 | $45K | Hold |
1,150
| – | – | ﹤0.01% | 292 |
|
|
2022
Q1 | $49K | Hold |
1,150
| – | – | ﹤0.01% | 270 |
|
|
2021
Q4 | $52K | Hold |
1,150
| – | – | ﹤0.01% | 258 |
|
|
2021
Q3 | $51K | Hold |
1,150
| – | – | 0.01% | 246 |
|
|
2021
Q2 | $52K | Hold |
1,150
| – | – | 0.01% | 234 |
|
|
2021
Q1 | $50K | Buy |
+1,150
| New | +$50K | 0.01% | 229 |
|