Greatmark Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,000
| Closed | -$242K | – | 127 |
|
|
2023
Q2 | $242K | Hold |
6,000
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $239K | Hold |
6,000
| – | – | 0.04% | 117 |
|
|
2022
Q4 | $228K | Hold |
6,000
| – | – | 0.04% | 114 |
|
|
2022
Q3 | $220K | Hold |
6,000
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $234K | Hold |
6,000
| – | – | 0.04% | 120 |
|
|
2022
Q1 | $258K | Hold |
6,000
| – | – | 0.04% | 123 |
|
|
2021
Q4 | $273K | Hold |
6,000
| – | – | 0.05% | 120 |
|
|
2021
Q3 | $268K | Hold |
6,000
| – | – | 0.05% | 120 |
|
|
2021
Q2 | $270K | Hold |
6,000
| – | – | 0.05% | 120 |
|
|
2021
Q1 | $261K | Hold |
6,000
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $259K | Hold |
6,000
| – | – | 0.06% | 112 |
|
|
2020
Q3 | $246K | Hold |
6,000
| – | – | 0.06% | 112 |
|
|
2020
Q2 | $239K | Hold |
6,000
| – | – | 0.06% | 111 |
|
|
2020
Q1 | $220K | Hold |
6,000
| – | – | 0.07% | 111 |
|
|
2019
Q4 | $241K | Buy |
+6,000
| New | +$241K | 0.06% | 120 |
|