ICA Group Wealth Management’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 |
-85
| Closed | -$3.53K | – | 1356 |
|
|
2023
Q4 | $3.53K | Buy |
+85
| New | +$3.53K | ﹤0.01% | 1092 |
|
|
2023
Q3 | – | Sell |
-85
| Closed | -$3.44K | – | 284 |
|
|
2023
Q2 | $3.44K | Hold |
85
| – | – | ﹤0.01% | 1050 |
|
|
2023
Q1 | $3.39K | Hold |
85
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q4 | $3.4K | Buy |
+85
| New | +$3.4K | ﹤0.01% | 1038 |
|