Fort Point Capital 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 | $458K | Sell |
9,951
-468
| -4% | -$21.5K | 0.03% | 220 |
|
|
2025
Q1 | $457K | Sell |
10,419
-932
| -8% | -$40.9K | 0.05% | 209 |
|
|
2024
Q4 | $493K | Buy |
+11,351
| New | +$493K | 0.05% | 197 |
|
|
2020
Q4 | – | Sell |
-8,237
| Closed | -$338K | – | 142 |
|
|
2020
Q3 | $338K | Buy |
8,237
+692
| +9% | +$28.4K | 0.09% | 90 |
|
|
2020
Q2 | $301K | Hold |
7,545
| – | – | 0.09% | 94 |
|
|
2020
Q1 | $277K | Buy |
7,545
+721
| +11% | +$26.5K | 0.12% | 79 |
|
|
2019
Q4 | $274K | Buy |
+6,824
| New | +$274K | 0.1% | 102 |
|