Cardinal Point Capital Management’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 | $202K | Buy |
+4,384
| New | +$202K | 0.02% | 233 |
|
|
2024
Q4 | – | Sell |
-4,479
| Closed | -$202K | – | 87 |
|
|
2024
Q3 | $202K | Sell |
4,479
-390
| -8% | -$17.6K | 0.03% | 81 |
|
|
2024
Q2 | $209K | Hold |
4,869
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $208K | Hold |
4,869
| – | – | 0.04% | 71 |
|
|
2023
Q4 | $202K | Buy |
+4,869
| New | +$202K | 0.05% | 67 |
|