Leading Edge Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Hold |
7,370
| – | – | 0.09% | 43 |
|
|
2025
Q1 | $323K | Hold |
7,370
| – | – | 0.1% | 44 |
|
|
2024
Q4 | $320K | Hold |
7,370
| – | – | 0.11% | 45 |
|
|
2024
Q3 | $332K | Sell |
7,370
-43
| -0.6% | -$1.94K | 0.11% | 40 |
|
|
2024
Q2 | $319K | Sell |
7,413
-20
| -0.3% | -$860 | 0.13% | 38 |
|
|
2024
Q1 | $318K | Sell |
7,433
-439
| -6% | -$18.8K | 0.14% | 35 |
|
|
2023
Q4 | $327K | Buy |
7,872
+2,572
| +49% | +$107K | 0.17% | 42 |
|
|
2023
Q3 | $206K | Sell |
5,300
-1,062
| -17% | -$41.3K | 0.13% | 65 |
|
|
2023
Q2 | $257K | Sell |
6,362
-308
| -5% | -$12.4K | 0.17% | 55 |
|
|
2023
Q1 | $266K | Buy |
+6,670
| New | +$266K | 0.19% | 56 |
|