Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $27.5K | Buy |
724
+299
| +70% | +$11.4K | ﹤0.01% | 602 |
|
|
2022
Q3 | $16K | Sell |
425
-35
| -8% | -$1.32K | 0.01% | 573 |
|
|
2022
Q2 | $17.9K | Sell |
460
-2,323
| -83% | -$90.5K | 0.01% | 557 |
|
|
2022
Q1 | $120K | Buy |
+2,783
| New | +$120K | 0.03% | 344 |
|
|
2021
Q3 | $42K | Sell |
948
-704
| -43% | -$31.2K | 0.01% | 472 |
|
|
2021
Q2 | $74K | Sell |
1,652
-2,660
| -62% | -$119K | 0.03% | 395 |
|
|
2021
Q1 | $188K | Buy |
+4,312
| New | +$188K | 0.11% | 172 |
|