Clearview Wealth Advisors’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 |
-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% | -$3.63K | 0.02% | 212 |
|
|
2022
Q2 | $35K | Sell |
900
-2,570
| -74% | -$99.9K | 0.03% | 216 |
|
|
2022
Q1 | $149K | Sell |
3,470
-1,182
| -25% | -$50.8K | 0.1% | 99 |
|
|
2021
Q4 | $212K | Sell |
4,652
-150
| -3% | -$6.84K | 0.13% | 108 |
|
|
2021
Q3 | $215K | Sell |
4,802
-55
| -1% | -$2.46K | 0.14% | 108 |
|
|
2021
Q2 | $219K | Buy |
4,857
+1,372
| +39% | +$61.9K | 0.14% | 108 |
|
|
2021
Q1 | $152K | Buy |
3,485
+1,085
| +45% | +$47.3K | 0.1% | 127 |
|
|
2020
Q4 | $104K | Buy |
+2,400
| New | +$104K | 0.07% | 140 |
|