Clearview Wealth Advisors’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
2023
Q3
Sell
-455
Closed -$18.4K 145
2023
Q2
$18.4K Hold
455
0.02% 286
2023
Q1
$18.1K Hold
455
0.02% 288
2022
Q4
$17.3K Sell
455
-345
-43% -$13.1K 0.01% 268
2022
Q3
$29K Sell
800
-100
-11% -$3.92K 0.02% 212
2022
Q2
$35K Sell
900
-2,570
-74% -$104K 0.03% 216
2022
Q1
$149K Sell
3,470
-1,182
-25% -$51.5K 0.1% 99
2021
Q4
$212K Sell
4,652
-150
-3% -$6.8K 0.13% 108
2021
Q3
$215K Sell
4,802
-55
-1% -$2.49K 0.14% 108
2021
Q2
$219K Buy
4,857
+1,372
+39% +$61.1K 0.14% 108
2021
Q1
$152K Buy
3,485
+1,085
+45% +$47.2K 0.1% 127
2020
Q4
$104K Buy
+2,400
New +$101K 0.07% 140

Other funds holding AOM