Carolinas Wealth Consulting’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 | – | Sell |
-1,771
| Closed | -$77.7K | – | 48 |
|
|
2025
Q1 | $77.7K | Buy |
1,771
+21
| +1% | +$922 | 0.02% | 285 |
|
|
2024
Q4 | $76K | Sell |
1,750
-232
| -12% | -$10.1K | 0.01% | 297 |
|
|
2024
Q3 | $89.4K | Buy |
1,982
+19
| +1% | +$857 | 0.02% | 284 |
|
|
2024
Q2 | $84.4K | Sell |
1,963
-186
| -9% | -$8K | 0.02% | 284 |
|
|
2024
Q1 | $92K | Sell |
2,149
-136
| -6% | -$5.82K | 0.02% | 273 |
|
|
2023
Q4 | $94.8K | Buy |
2,285
+8
| +0.4% | +$332 | 0.02% | 239 |
|
|
2023
Q3 | $86.5K | Buy |
2,277
+22
| +1% | +$836 | 0.02% | 231 |
|
|
2023
Q2 | $91.1K | Sell |
2,255
-345
| -13% | -$13.9K | 0.02% | 274 |
|
|
2023
Q1 | $104K | Buy |
2,600
+78
| +3% | +$3.11K | 0.02% | 266 |
|
|
2022
Q4 | $95.9K | Sell |
2,522
-1,446
| -36% | -$55K | 0.02% | 271 |
|
|
2022
Q3 | $145K | Sell |
3,968
-3,530
| -47% | -$129K | 0.04% | 186 |
|
|
2022
Q2 | $292K | Buy |
7,498
+32
| +0.4% | +$1.25K | 0.07% | 119 |
|
|
2022
Q1 | $321K | Buy |
7,466
+46
| +0.6% | +$1.98K | 0.07% | 124 |
|
|
2021
Q4 | $337K | Buy |
7,420
+373
| +5% | +$16.9K | 0.07% | 122 |
|
|
2021
Q3 | $315K | Buy |
7,047
+39
| +0.6% | +$1.74K | 0.07% | 116 |
|
|
2021
Q2 | $316K | Buy |
7,008
+29
| +0.4% | +$1.31K | 0.07% | 123 |
|
|
2021
Q1 | $304K | Sell |
6,979
-166
| -2% | -$7.23K | 0.07% | 123 |
|
|
2020
Q4 | $309K | Sell |
7,145
-2,375
| -25% | -$103K | 0.08% | 116 |
|
|
2020
Q3 | $391K | Buy |
9,520
+27
| +0.3% | +$1.11K | 0.13% | 73 |
|
|
2020
Q2 | $378K | Buy |
9,493
+954
| +11% | +$38K | 0.15% | 67 |
|
|
2020
Q1 | $313K | Buy |
+8,539
| New | +$313K | 0.17% | 68 |
|