Carson Wealth (CWM 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 | $224K | Buy |
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|
2025
Q2 | $182K | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $187K | Buy |
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|
2024
Q3 | $85K | Buy |
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|
2024
Q2 | $81K | Sell |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $376K | Sell |
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|
2022
Q4 | $759K | Buy |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $169K | Buy |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q2 | $101K | Hold |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $101K | Hold |
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|
2020
Q3 | $101K | Hold |
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|
2020
Q2 | $101K | Hold |
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|
2020
Q1 | $101K | Hold |
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|
2019
Q4 | $101K | Hold |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $101K | Hold |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $72K | Buy |
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|
2018
Q3 | $49K | Buy |
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|
2018
Q2 | $43K | Hold |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $43K | Hold |
|
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|
2017
Q3 | $43K | Buy |
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|
2017
Q2 | $35K | Hold |
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|
2017
Q1 | $34K | Hold |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $34K | Hold |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $43K | Hold |
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|
2015
Q4 | $42K | Sell |
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|
2015
Q3 | $62K | Buy |
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