Concord Wealth 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
Q2 | $8.58K | Buy |
186
+1
| +0.5% | +$46 | ﹤0.01% | 564 |
|
|
2025
Q1 | $8.13K | Hold |
185
| – | – | ﹤0.01% | 527 |
|
|
2024
Q4 | $8.05K | Buy |
185
+3
| +2% | +$131 | ﹤0.01% | 542 |
|
|
2024
Q3 | $8.21K | Buy |
182
+1
| +0.6% | +$45 | ﹤0.01% | 576 |
|
|
2024
Q2 | $7.77K | Buy |
181
+1
| +0.6% | +$43 | ﹤0.01% | 533 |
|
|
2024
Q1 | $7.69K | Hold |
180
| – | – | ﹤0.01% | 598 |
|
|
2023
Q4 | $7.46K | Sell |
180
-219
| -55% | -$9.07K | ﹤0.01% | 596 |
|
|
2023
Q3 | $15.5K | Buy |
399
+3
| +0.8% | +$117 | ﹤0.01% | 547 |
|
|
2023
Q2 | $16K | Sell |
396
-148
| -27% | -$5.98K | ﹤0.01% | 537 |
|
|
2023
Q1 | $21.7K | Hold |
544
| – | – | 0.01% | 477 |
|
|
2022
Q4 | $20.7K | Buy |
+544
| New | +$20.7K | 0.01% | 523 |
|
|
2022
Q3 | – | Sell |
-533
| Closed | -$21K | – | 205 |
|
|
2022
Q2 | $21K | Sell |
533
-203
| -28% | -$8K | 0.01% | 530 |
|
|
2022
Q1 | $32K | Buy |
736
+21
| +3% | +$913 | 0.01% | 517 |
|
|
2021
Q4 | $33K | Buy |
715
+586
| +454% | +$27K | 0.01% | 531 |
|
|
2021
Q3 | $6K | Buy |
+129
| New | +$6K | ﹤0.01% | 544 |
|