Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-163
| Closed | -$6K | – | 1272 |
|
|
2023
Q4 | $6K | Buy |
163
+3
| +2% | +$110 | ﹤0.01% | 853 |
|
|
2023
Q3 | $6.26K | Buy |
+160
| New | +$6.26K | ﹤0.01% | 888 |
|
|
2023
Q1 | $6K | Buy |
+159
| New | +$6K | ﹤0.01% | 901 |
|
|
2022
Q4 | – | Sell |
-9,811
| Closed | -$359K | – | 372 |
|
|
2022
Q3 | $359K | Sell |
9,811
-2,355
| -19% | -$86.2K | 0.15% | 136 |
|
|
2022
Q2 | $474K | Buy |
12,166
+8
| +0.1% | +$312 | 0.21% | 118 |
|
|
2022
Q1 | $522K | Sell |
12,158
-230
| -2% | -$9.88K | 0.21% | 116 |
|
|
2021
Q4 | $563K | Buy |
+12,388
| New | +$563K | 0.21% | 120 |
|