Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $282K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $242K | Buy |
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