CFD
Creative Financial Designs’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
425
+355
| +507% | +$16.3K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $3.09K | Hold |
70
| – | – | ﹤0.01% | 1590 |
|
|
2024
Q4 | $3.06K | Sell |
70
-49
| -41% | -$2.14K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $5.37K | Buy |
119
+1
| +0.8% | +$45 | ﹤0.01% | 1357 |
|
|
2024
Q2 | $5.08K | Sell |
118
-92
| -44% | -$3.96K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $8.98K | Hold |
210
| – | – | ﹤0.01% | 1173 |
|
|
2023
Q4 | $8.71K | Buy |
210
+3
| +1% | +$124 | ﹤0.01% | 1128 |
|
|
2023
Q3 | $8.04K | Sell |
207
-167
| -45% | -$6.49K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $15.1K | Sell |
374
-54
| -13% | -$2.18K | ﹤0.01% | 912 |
|
|
2023
Q1 | $17K | Buy |
428
+166
| +63% | +$6.61K | ﹤0.01% | 850 |
|
|
2022
Q4 | $9.94K | Sell |
262
-649
| -71% | -$24.6K | ﹤0.01% | 900 |
|
|
2022
Q3 | $33K | Buy |
911
+1
| +0.1% | +$36 | 0.01% | 624 |
|
|
2022
Q2 | $35K | Buy |
910
+1
| +0.1% | +$38 | 0.01% | 611 |
|
|
2022
Q1 | $39K | Sell |
909
-533
| -37% | -$22.9K | 0.01% | 608 |
|
|
2021
Q4 | $66K | Buy |
1,442
+140
| +11% | +$6.41K | 0.01% | 515 |
|
|
2021
Q3 | $58K | Sell |
1,302
-90
| -6% | -$4.01K | 0.01% | 571 |
|
|
2021
Q2 | $63K | Sell |
1,392
-68,302
| -98% | -$3.09M | 0.01% | 542 |
|
|
2021
Q1 | $3.04M | Buy |
69,694
+68,524
| +5,857% | +$2.98M | 0.59% | 34 |
|
|
2020
Q4 | $51K | Buy |
1,170
+6
| +0.5% | +$262 | 0.01% | 506 |
|
|
2020
Q3 | $48K | Sell |
1,164
-2,380
| -67% | -$98.1K | 0.01% | 469 |
|
|
2020
Q2 | $141K | Buy |
3,544
+3,361
| +1,837% | +$134K | 0.04% | 237 |
|
|
2020
Q1 | $7K | Hold |
183
| – | – | ﹤0.01% | 372 |
|
|
2019
Q4 | $7K | Sell |
183
-406
| -69% | -$15.5K | ﹤0.01% | 431 |
|
|
2019
Q3 | $23K | Buy |
589
+406
| +222% | +$15.9K | 0.01% | 316 |
|
|
2019
Q2 | $7K | Hold |
183
| – | – | ﹤0.01% | 427 |
|
|
2019
Q1 | $7K | Sell |
183
-2,075
| -92% | -$79.4K | ﹤0.01% | 415 |
|
|
2018
Q4 | $81K | Sell |
2,258
-3,505
| -61% | -$126K | 0.06% | 154 |
|
|
2018
Q3 | $218K | Hold |
5,763
| – | – | 0.13% | 118 |
|
|
2018
Q2 | $216K | Buy |
5,763
+530
| +10% | +$19.9K | 0.13% | 117 |
|
|
2018
Q1 | $198K | Buy |
5,233
+672
| +15% | +$25.4K | 0.13% | 114 |
|
|
2017
Q4 | $173K | Buy |
4,561
+250
| +6% | +$9.48K | 0.12% | 122 |
|
|
2017
Q3 | $164K | Hold |
4,311
| – | – | 0.09% | 149 |
|
|
2017
Q2 | $161K | Buy |
4,311
+2,401
| +126% | +$89.7K | 0.1% | 148 |
|
|
2017
Q1 | $69K | Buy |
+1,910
| New | +$69K | 0.05% | 205 |
|