Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,045
| Closed | -$209K | – | 78 |
|
|
2023
Q4 | $209K | Sell |
5,045
-2,488
| -33% | -$103K | 0.05% | 72 |
|
|
2023
Q3 | $293K | Buy |
+7,533
| New | +$293K | 0.07% | 59 |
|
|
2023
Q2 | – | Sell |
-66,385
| Closed | -$2.65M | – | 80 |
|
|
2023
Q1 | $2.65M | Sell |
66,385
-59,518
| -47% | -$2.37M | 0.67% | 13 |
|
|
2022
Q4 | $4.79M | Buy |
+125,903
| New | +$4.79M | 1.31% | 9 |
|