HWM
Howard Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,399
| Closed | -$266K | – | 105 |
|
|
2023
Q4 | $266K | Buy |
6,399
+145
| +2% | +$6.02K | 0.22% | 86 |
|
|
2023
Q3 | $243K | Buy |
6,254
+219
| +4% | +$8.53K | 0.22% | 85 |
|
|
2023
Q2 | $244K | Buy |
6,035
+446
| +8% | +$18K | 0.21% | 85 |
|
|
2023
Q1 | $223K | Buy |
+5,589
| New | +$223K | 0.19% | 99 |
|