Godshalk Welsh Capital Management’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 | $820K | Buy |
17,821
+25
| +0.1% | +$1.15K | 0.51% | 65 |
|
|
2025
Q1 | $781K | Buy |
17,796
+25
| +0.1% | +$1.1K | 0.51% | 63 |
|
|
2024
Q4 | $772K | Buy |
17,771
+200
| +1% | +$8.69K | 0.5% | 66 |
|
|
2024
Q3 | $793K | Sell |
17,571
-393
| -2% | -$17.7K | 0.5% | 64 |
|
|
2024
Q2 | $773K | Buy |
17,964
+54
| +0.3% | +$2.32K | 0.52% | 61 |
|
|
2024
Q1 | $766K | Buy |
17,910
+160
| +0.9% | +$6.85K | 0.51% | 59 |
|
|
2023
Q4 | $737K | Sell |
17,750
-4,695
| -21% | -$195K | 0.53% | 62 |
|
|
2023
Q3 | $874K | Buy |
22,445
+57
| +0.3% | +$2.22K | 0.66% | 55 |
|
|
2023
Q2 | $905K | Buy |
22,388
+2,004
| +10% | +$81K | 0.62% | 54 |
|
|
2023
Q1 | $813K | Buy |
20,384
+4,134
| +25% | +$165K | 0.57% | 63 |
|
|
2022
Q4 | $618K | Buy |
16,250
+3,794
| +30% | +$144K | 0.45% | 72 |
|
|
2022
Q3 | $456K | Buy |
12,456
+1,890
| +18% | +$69.2K | 0.34% | 80 |
|
|
2022
Q2 | $412K | Buy |
10,566
+603
| +6% | +$23.5K | 0.3% | 87 |
|
|
2022
Q1 | $428K | Buy |
9,963
+700
| +8% | +$30.1K | 0.26% | 89 |
|
|
2021
Q4 | $421K | Buy |
9,263
+557
| +6% | +$25.3K | 0.24% | 94 |
|
|
2021
Q3 | $389K | Buy |
8,706
+100
| +1% | +$4.47K | 0.24% | 94 |
|
|
2021
Q2 | $389K | Buy |
8,606
+106
| +1% | +$4.79K | 0.24% | 93 |
|
|
2021
Q1 | $370K | Buy |
8,500
+125
| +1% | +$5.44K | 0.26% | 93 |
|
|
2020
Q4 | $362K | Buy |
8,375
+300
| +4% | +$13K | 0.27% | 89 |
|
|
2020
Q3 | $331K | Buy |
8,075
+875
| +12% | +$35.9K | 0.28% | 88 |
|
|
2020
Q2 | $287K | Buy |
7,200
+150
| +2% | +$5.98K | 0.27% | 88 |
|
|
2020
Q1 | $259K | Hold |
7,050
| – | – | 0.28% | 88 |
|
|
2019
Q4 | $283K | Buy |
7,050
+1,850
| +36% | +$74.3K | 0.23% | 98 |
|
|
2019
Q3 | $204K | Buy |
+5,200
| New | +$204K | 0.18% | 104 |
|