Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-432
| Closed | -$17.9K | – | 157 |
|
|
2023
Q4 | $17.9K | Sell |
432
-17
| -4% | -$706 | ﹤0.01% | 258 |
|
|
2023
Q3 | $17.5K | Buy |
449
+12
| +3% | +$467 | ﹤0.01% | 254 |
|
|
2023
Q2 | $17.7K | Buy |
+437
| New | +$17.7K | ﹤0.01% | 256 |
|
|
2022
Q3 | – | Sell |
-744
| Closed | -$29K | – | 153 |
|
|
2022
Q2 | $29K | Sell |
744
-268
| -26% | -$10.4K | 0.01% | 213 |
|
|
2022
Q1 | $43K | Buy |
1,012
+30
| +3% | +$1.28K | 0.01% | 201 |
|
|
2021
Q4 | $45K | Sell |
982
-155
| -14% | -$7.1K | 0.01% | 198 |
|
|
2021
Q3 | $51K | Buy |
1,137
+40
| +4% | +$1.79K | 0.02% | 200 |
|
|
2021
Q2 | $49K | Sell |
1,097
-1,417
| -56% | -$63.3K | 0.02% | 199 |
|
|
2021
Q1 | $109K | Buy |
2,514
+769
| +44% | +$33.3K | 0.04% | 156 |
|
|
2020
Q4 | $75K | Buy |
1,745
+239
| +16% | +$10.3K | 0.03% | 169 |
|
|
2020
Q3 | $62K | Sell |
1,506
-4,639
| -75% | -$191K | 0.03% | 163 |
|
|
2020
Q2 | $245K | Sell |
6,145
-1,387
| -18% | -$55.3K | 0.1% | 106 |
|
|
2020
Q1 | $277K | Buy |
7,532
+115
| +2% | +$4.23K | 0.14% | 93 |
|
|
2019
Q4 | $298K | Sell |
7,417
-848
| -10% | -$34.1K | 0.13% | 96 |
|
|
2019
Q3 | $325K | Sell |
8,265
-8
| -0.1% | -$315 | 0.15% | 88 |
|
|
2019
Q2 | $323K | Sell |
8,273
-2,988
| -27% | -$117K | 0.16% | 87 |
|
|
2019
Q1 | $429K | Sell |
11,261
-3,091
| -22% | -$118K | 0.22% | 85 |
|
|
2018
Q4 | $512K | Buy |
+14,352
| New | +$512K | 0.3% | 79 |
|