FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $617K | Sell |
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|
2024
Q2 | $762K | Sell |
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|
2024
Q1 | $825K | Buy |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $695K | Hold |
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|
2023
Q1 | $695K | Hold |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Sell |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $21 | Buy |
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|
2020
Q2 | $16K | Buy |
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