Global Retirement 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 | $108K | Buy |
+2,345
| New | +$108K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $113K | Buy |
2,610
+645
| +33% | +$28K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $88.6K | Sell |
1,965
-345
| -15% | -$15.6K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $99.4K | Buy |
2,310
+1,604
| +227% | +$69K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $30.2K | Sell |
706
-1,511
| -68% | -$64.6K | ﹤0.01% | 1630 |
|
|
2023
Q4 | $91K | Buy |
2,217
+1,767
| +393% | +$72.5K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $17.2K | Buy |
+450
| New | +$17.2K | ﹤0.01% | 1710 |
|