Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$162K | – | 1872 |
|
|
2023
Q2 | $162K | Hold |
4,000
| – | – | 0.01% | 564 |
|
|
2023
Q1 | $159K | Hold |
4,000
| – | – | 0.01% | 513 |
|
|
2022
Q4 | $152K | Buy |
+4,000
| New | +$152K | 0.01% | 512 |
|
|
2022
Q2 | – | Sell |
-5,300
| Closed | -$228K | – | 552 |
|
|
2022
Q1 | $228K | Buy |
+5,300
| New | +$228K | 0.06% | 247 |
|
|
2018
Q4 | $2.99M | Buy |
+83,934
| New | +$2.99M | 2.91% | 5 |
|