Fullen Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $563K | Buy |
14,074
+339
| +2% | +$13.6K | 0.3% | 44 |
|
|
2022
Q4 | $549K | Buy |
13,735
+439
| +3% | +$17.5K | 0.31% | 45 |
|
|
2022
Q3 | $495K | Buy |
13,296
+528
| +4% | +$19.7K | 0.32% | 44 |
|
|
2022
Q2 | $497K | Buy |
12,768
+307
| +2% | +$12K | 0.32% | 45 |
|
|
2022
Q1 | $535K | Buy |
12,461
+192
| +2% | +$8.24K | 0.31% | 45 |
|
|
2021
Q4 | $558K | Buy |
12,269
+149
| +1% | +$6.78K | 0.31% | 45 |
|
|
2021
Q3 | $547K | Buy |
12,120
+421
| +4% | +$19K | 0.31% | 45 |
|
|
2021
Q2 | $527K | Sell |
11,699
-442
| -4% | -$19.9K | 0.31% | 45 |
|
|
2021
Q1 | $529K | Sell |
12,141
-173
| -1% | -$7.54K | 0.34% | 45 |
|
|
2020
Q4 | $532K | Buy |
12,314
+83
| +0.7% | +$3.59K | 0.36% | 44 |
|
|
2020
Q3 | $502K | Buy |
12,231
+259
| +2% | +$10.6K | 0.38% | 43 |
|
|
2020
Q2 | $477K | Buy |
+11,972
| New | +$477K | 0.4% | 41 |
|