FSA Wealth Management’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 | $2.5K | Hold |
30
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $2.29K | Sell |
30
-446
| -94% | -$34K | ﹤0.01% | 429 |
|
|
2024
Q4 | $20.7K | Buy |
476
+6
| +1% | +$261 | 0.01% | 229 |
|
|
2024
Q3 | $21.2K | Buy |
+470
| New | +$21.2K | 0.01% | 234 |
|
|
2024
Q1 | $19.9K | Sell |
466
-2
| -0.4% | -$86 | 0.01% | 252 |
|
|
2023
Q4 | $19K | Buy |
+468
| New | +$19K | 0.01% | 237 |
|
|
2021
Q1 | – | Sell |
-1,143
| Closed | -$49K | – | 58 |
|
|
2020
Q4 | $49K | Buy |
+1,143
| New | +$49K | 0.02% | 127 |
|
|
2020
Q3 | – | Sell |
-990
| Closed | -$39K | – | 74 |
|
|
2020
Q2 | $39K | Sell |
990
-534
| -35% | -$21K | 0.03% | 136 |
|
|
2020
Q1 | $56K | Buy |
1,524
+5
| +0.3% | +$184 | 0.05% | 100 |
|
|
2019
Q4 | $61K | Buy |
+1,519
| New | +$61K | 0.04% | 111 |
|