Keebeck 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
Q2 | – | Sell |
-15,572
| Closed | -$621K | – | 261 |
|
|
2023
Q1 | $621K | Sell |
15,572
-1,131
| -7% | -$45.1K | 0.1% | 145 |
|
|
2022
Q4 | $635K | Hold |
16,703
| – | – | 0.11% | 135 |
|
|
2022
Q3 | $611K | Sell |
16,703
-242
| -1% | -$8.85K | 0.12% | 133 |
|
|
2022
Q2 | $660K | Sell |
16,945
-163
| -1% | -$6.35K | 0.13% | 128 |
|
|
2022
Q1 | $735K | Buy |
+17,108
| New | +$735K | 0.12% | 132 |
|