Castleview Partners’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
Q1 | – | Sell |
-1,081
| Closed | -$46.9K | – | 196 |
|
|
2024
Q4 | $46.9K | Buy |
1,081
+22
| +2% | +$955 | 0.03% | 345 |
|
|
2024
Q3 | $47.8K | Sell |
1,059
-1
| -0.1% | -$45 | 0.03% | 326 |
|
|
2024
Q2 | $45.6K | Buy |
1,060
+129
| +14% | +$5.55K | 0.03% | 340 |
|
|
2024
Q1 | $39.8K | Sell |
931
-84
| -8% | -$3.59K | 0.02% | 375 |
|
|
2023
Q4 | $42.1K | Buy |
1,015
+133
| +15% | +$5.52K | 0.03% | 341 |
|
|
2023
Q3 | $34.3K | Buy |
+882
| New | +$34.3K | 0.03% | 319 |
|