BOPW
Brandywine Oak Private Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,870
| Closed | -$214K | – | 235 |
|
|
2025
Q1 | $214K | Buy |
4,870
+34
| +0.7% | +$1.49K | 0.02% | 212 |
|
|
2024
Q4 | $210K | Buy |
4,836
+345
| +8% | +$15K | 0.02% | 227 |
|
|
2024
Q3 | $203K | Buy |
+4,491
| New | +$203K | 0.02% | 233 |
|
|
2023
Q2 | – | Sell |
-5,371
| Closed | -$214K | – | 241 |
|
|
2023
Q1 | $214K | Hold |
5,371
| – | – | 0.03% | 235 |
|
|
2022
Q4 | $204K | Sell |
5,371
-167
| -3% | -$6.35K | 0.03% | 240 |
|
|
2022
Q3 | $202K | Sell |
5,538
-384
| -6% | -$14K | 0.03% | 288 |
|
|
2022
Q2 | $230K | Buy |
5,922
+136
| +2% | +$5.28K | 0.03% | 286 |
|
|
2022
Q1 | $248K | Buy |
5,786
+247
| +4% | +$10.6K | 0.03% | 301 |
|
|
2021
Q4 | $251K | Buy |
5,539
+711
| +15% | +$32.2K | 0.03% | 306 |
|
|
2021
Q3 | $216K | Buy |
+4,828
| New | +$216K | 0.03% | 320 |
|
|
2019
Q1 | – | Sell |
-325
| Closed | -$11K | – | 238 |
|
|
2018
Q4 | $11K | Buy |
+325
| New | +$11K | ﹤0.01% | 496 |
|