Flagship Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $28K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $784K | Buy |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $682K | Sell |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $693K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $84K | Sell |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | $82K | Buy |
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|
2018
Q3 | $78K | Hold |
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|
2018
Q2 | $77K | Buy |
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