GWAG
Garrett Wealth Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,600
| Closed | -$498K | – | 51 |
|
|
2022
Q1 | $498K | Hold |
11,600
| – | – | 0.26% | 34 |
|
|
2021
Q4 | $527K | Hold |
11,600
| – | – | 0.26% | 37 |
|
|
2021
Q3 | $519K | Hold |
11,600
| – | – | 0.33% | 31 |
|
|
2021
Q2 | $523K | Hold |
11,600
| – | – | 0.34% | 27 |
|
|
2021
Q1 | $505K | Hold |
11,600
| – | – | 0.36% | 27 |
|
|
2020
Q4 | $501K | Sell |
11,600
-1,750
| -13% | -$75.6K | 0.38% | 26 |
|
|
2020
Q3 | $548K | Hold |
13,350
| – | – | 0.43% | 26 |
|
|
2020
Q2 | $532K | Hold |
13,350
| – | – | 0.43% | 26 |
|
|
2020
Q1 | $490K | Hold |
13,350
| – | – | 0.46% | 27 |
|
|
2019
Q4 | $536K | Hold |
13,350
| – | – | 0.4% | 31 |
|
|
2019
Q3 | $525K | Hold |
13,350
| – | – | 0.37% | 31 |
|
|
2019
Q2 | $521K | Hold |
13,350
| – | – | 0.41% | 31 |
|
|
2019
Q1 | $508K | Hold |
13,350
| – | – | 0.42% | 32 |
|
|
2018
Q4 | $476K | Buy |
+13,350
| New | +$476K | 0.43% | 25 |
|