International Assets Investment 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
Q4 | – | Sell |
-99,242
| Closed | -$2.2K | – | 881 |
|
|
2024
Q3 | $2.2K | Buy |
99,242
+94,042
| +1,809% | +$2.09K | 0.01% | 855 |
|
|
2024
Q2 | $224K | Sell |
5,200
-34
| -0.6% | -$1.46K | 0.02% | 654 |
|
|
2024
Q1 | $223K | Sell |
5,234
-1,887
| -26% | -$80.3K | 0.02% | 638 |
|
|
2023
Q4 | $296K | Buy |
7,121
+1,217
| +21% | +$50.5K | 0.04% | 484 |
|
|
2023
Q3 | $229K | Sell |
5,904
-851
| -13% | -$33K | 0.03% | 453 |
|
|
2023
Q2 | $273K | Buy |
+6,755
| New | +$273K | 0.04% | 417 |
|
|
2021
Q2 | – | Sell |
-2,537
| Closed | -$110K | – | 571 |
|
|
2021
Q1 | $110K | Hold |
2,537
| – | – | 0.01% | 683 |
|
|
2020
Q4 | $110K | Sell |
2,537
-2,905
| -53% | -$126K | 0.02% | 558 |
|
|
2020
Q3 | $223K | Buy |
5,442
+10
| +0.2% | +$410 | 0.06% | 293 |
|
|
2020
Q2 | $217K | Buy |
+5,432
| New | +$217K | 0.05% | 294 |
|