Gould Capital’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 | $4.37K | Sell |
95
-1,575
| -94% | -$72.5K | ﹤0.01% | 167 |
|
|
2025
Q1 | $73.3K | Hold |
1,670
| – | – | 0.05% | 66 |
|
|
2024
Q4 | $72.5K | Buy |
1,670
+300
| +22% | +$13K | 0.05% | 68 |
|
|
2024
Q3 | $61.8K | Sell |
1,370
-20
| -1% | -$902 | 0.04% | 77 |
|
|
2024
Q2 | $59.8K | Sell |
1,390
-50
| -3% | -$2.15K | 0.04% | 80 |
|
|
2024
Q1 | $61.6K | Sell |
1,440
-49
| -3% | -$2.1K | 0.04% | 77 |
|
|
2023
Q4 | $61.8K | Sell |
1,489
-55
| -4% | -$2.28K | 0.05% | 75 |
|
|
2023
Q3 | $59.7K | Sell |
1,544
-1,155
| -43% | -$44.7K | 0.05% | 71 |
|
|
2023
Q2 | $109K | Sell |
2,699
-37
| -1% | -$1.5K | 0.08% | 55 |
|
|
2023
Q1 | $109K | Buy |
2,736
+1,006
| +58% | +$40.1K | 0.08% | 56 |
|
|
2022
Q4 | $65.8K | Buy |
1,730
+68
| +4% | +$2.59K | 0.05% | 74 |
|
|
2022
Q3 | $61K | Buy |
1,662
+12
| +0.7% | +$440 | 0.05% | 69 |
|
|
2022
Q2 | $64K | Buy |
1,650
+505
| +44% | +$19.6K | 0.05% | 70 |
|
|
2022
Q1 | $49K | Hold |
1,145
| – | – | 0.04% | 77 |
|
|
2021
Q4 | $52K | Buy |
+1,145
| New | +$52K | 0.04% | 83 |
|