Lido 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $381K | Hold |
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|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $351K | Sell |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $402K | Buy |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $469K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $275K | Sell |
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|
2018
Q2 | $396K | Sell |
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|
2018
Q1 | $404K | Buy |
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|
2017
Q4 | $375K | Hold |
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|
2017
Q3 | $377K | Sell |
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|
2017
Q2 | $545K | Buy |
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