Harbor Investment Advisory’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 | $68.5K | Buy |
1,487
+25
| +2% | +$1.15K | 0.01% | 568 |
|
|
2025
Q1 | $64.2K | Sell |
1,462
-131
| -8% | -$5.75K | 0.01% | 551 |
|
|
2024
Q4 | $69.2K | Sell |
1,593
-72
| -4% | -$3.13K | 0.01% | 525 |
|
|
2024
Q3 | $75.1K | Sell |
1,665
-45
| -3% | -$2.03K | 0.01% | 518 |
|
|
2024
Q2 | $73.5K | Buy |
1,710
+5
| +0.3% | +$215 | 0.01% | 511 |
|
|
2024
Q1 | $72.9K | Sell |
1,705
-29
| -2% | -$1.24K | 0.01% | 509 |
|
|
2023
Q4 | $72K | Sell |
1,734
-88
| -5% | -$3.65K | 0.01% | 489 |
|
|
2023
Q3 | $70.9K | Buy |
1,822
+25
| +1% | +$973 | 0.01% | 469 |
|
|
2023
Q2 | $72.6K | Buy |
1,797
+31
| +2% | +$1.25K | 0.01% | 592 |
|
|
2023
Q1 | $70.4K | Buy |
1,766
+39
| +2% | +$1.56K | 0.01% | 604 |
|
|
2022
Q4 | $65.6K | Buy |
1,727
+92
| +6% | +$3.5K | 0.01% | 610 |
|
|
2022
Q3 | $60K | Buy |
1,635
+27
| +2% | +$991 | 0.01% | 623 |
|
|
2022
Q2 | $63K | Hold |
1,608
| – | – | 0.01% | 626 |
|
|
2022
Q1 | $69K | Buy |
1,608
+25
| +2% | +$1.07K | 0.01% | 646 |
|
|
2021
Q4 | $72K | Buy |
1,583
+26
| +2% | +$1.18K | 0.01% | 632 |
|
|
2021
Q3 | $70K | Buy |
1,557
+28
| +2% | +$1.26K | 0.01% | 621 |
|
|
2021
Q2 | $69K | Buy |
1,529
+14
| +0.9% | +$632 | 0.01% | 607 |
|
|
2021
Q1 | $66K | Buy |
1,515
+898
| +146% | +$39.1K | 0.01% | 596 |
|
|
2020
Q4 | $27K | Buy |
617
+24
| +4% | +$1.05K | ﹤0.01% | 766 |
|
|
2020
Q3 | $24K | Buy |
593
+27
| +5% | +$1.09K | ﹤0.01% | 680 |
|
|
2020
Q2 | $23K | Buy |
566
+78
| +16% | +$3.17K | ﹤0.01% | 591 |
|
|
2020
Q1 | $18K | Buy |
488
+7
| +1% | +$258 | ﹤0.01% | 593 |
|
|
2019
Q4 | $19K | Buy |
+481
| New | +$19K | ﹤0.01% | 541 |
|