Bogart Wealth LLC’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 | $28.3K | Hold |
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|
2025
Q2 | $27.4K | Hold |
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|
2025
Q1 | $26.1K | Hold |
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|
2024
Q4 | $25.8K | Hold |
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|
2024
Q3 | $26.8K | Hold |
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|
2024
Q2 | $25.6K | Hold |
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|
2024
Q1 | $25.5K | Hold |
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|
2023
Q4 | $24.7K | Sell |
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|
2023
Q3 | $32.2K | Sell |
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|
2023
Q2 | $46.5K | Hold |
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|
2023
Q1 | $45.8K | Hold |
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|
2022
Q4 | $43.7K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $52K | Hold |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $50K | Buy |
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