Kovack Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $251K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $1.65M | Sell |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $498K | Sell |
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|
2019
Q4 | $831K | Sell |
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|
2019
Q3 | $855K | Buy |
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|
2019
Q2 | $563K | Buy |
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|
2019
Q1 | $499K | Buy |
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|
2018
Q4 | $467K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $308K | Buy |
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