Hantz Financial Services’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
Q1 | – | Sell |
-2,465
| Closed | -$107K | – | 1670 |
|
|
2024
Q4 | $107K | Buy |
+2,465
| New | +$107K | ﹤0.01% | 603 |
|
|
2024
Q1 | – | Sell |
-167
| Closed | -$7K | – | 1191 |
|
|
2023
Q4 | $7K | Sell |
167
-1,036
| -86% | -$43.4K | ﹤0.01% | 857 |
|
|
2023
Q3 | $47K | Buy |
1,203
+751
| +166% | +$29.3K | ﹤0.01% | 639 |
|
|
2023
Q2 | $18K | Buy |
452
+451
| +45,100% | +$18K | ﹤0.01% | 716 |
|
|
2023
Q1 | $0 | Sell |
1
-18,636
| -100% | – | ﹤0.01% | 1105 |
|
|
2022
Q4 | $708K | Buy |
+18,637
| New | +$708K | 0.02% | 429 |
|