Key Financial Inc’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
Q2 | – | Sell |
-26
| Closed | -$1.11K | – | 1342 |
|
|
2024
Q1 | $1.11K | Hold |
26
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q4 | $1.08K | Hold |
26
| – | – | ﹤0.01% | 1174 |
|
|
2023
Q3 | $1.01K | Hold |
26
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q2 | $1.05K | Hold |
26
| – | – | ﹤0.01% | 1234 |
|
|
2023
Q1 | $1.04K | Hold |
26
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q4 | $952 | Hold |
26
| – | – | ﹤0.01% | 1040 |
|
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 998 |
|
|
2022
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 982 |
|
|
2022
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 974 |
|