Godshalk Welsh Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $848K | Buy |
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|
2025
Q2 | $820K | Buy |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $793K | Sell |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $766K | Buy |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $874K | Buy |
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|
2023
Q2 | $905K | Buy |
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|
2023
Q1 | $813K | Buy |
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|
2022
Q4 | $618K | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $389K | Buy |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $287K | Buy |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $204K | Buy |
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