J. Arnold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-34,286
| Closed | -$1.34M | – | 37 |
|
|
2023
Q3 | $1.34M | Buy |
+34,286
| New | +$1.34M | 0.54% | 13 |
|
|
2023
Q1 | – | Sell |
-36,972
| Closed | -$1.41M | – | 62 |
|
|
2022
Q4 | $1.41M | Buy |
+36,972
| New | +$1.41M | 0.69% | 17 |
|
|
2021
Q3 | – | Sell |
-4,982
| Closed | -$224K | – | 68 |
|
|
2021
Q2 | $224K | Buy |
4,982
+413
| +9% | +$18.6K | 0.11% | 44 |
|
|
2021
Q1 | $201K | Sell |
4,569
-123
| -3% | -$5.41K | 0.11% | 43 |
|
|
2020
Q4 | $203K | Buy |
4,692
+45
| +1% | +$1.95K | 0.12% | 44 |
|
|
2020
Q3 | $191K | Sell |
4,647
-572
| -11% | -$23.5K | 0.14% | 31 |
|
|
2020
Q2 | $208K | Buy |
5,219
+1,460
| +39% | +$58.2K | 0.17% | 39 |
|
|
2020
Q1 | $138K | Sell |
3,759
-53,794
| -93% | -$1.97M | 0.4% | 15 |
|
|
2019
Q4 | $2.31M | Buy |
+57,553
| New | +$2.31M | 2.97% | 8 |
|