Golden State Wealth 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 | – | Sell |
-262
| Closed | -$11.5K | – | 1574 |
|
|
2025
Q1 | $11.5K | Buy |
+262
| New | +$11.5K | ﹤0.01% | 964 |
|
|
2020
Q2 | – | Sell |
-456
| Closed | -$17K | – | 220 |
|
|
2020
Q1 | $17K | Buy |
+456
| New | +$17K | 0.01% | 525 |
|
|
2019
Q4 | – | Sell |
-456
| Closed | -$18K | – | 96 |
|
|
2019
Q3 | $18K | Hold |
456
| – | – | 0.01% | 629 |
|
|
2019
Q2 | $17K | Hold |
456
| – | – | 0.01% | 638 |
|
|
2019
Q1 | $17K | Buy |
+456
| New | +$17K | 0.01% | 656 |
|