Lido Advisors’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 | $369K | Buy |
8,005
+16
| +0.2% | +$737 | ﹤0.01% | 1114 |
|
|
2025
Q1 | $351K | Sell |
7,989
-1,458
| -15% | -$64K | ﹤0.01% | 1069 |
|
|
2024
Q4 | $410K | Hold |
9,447
| – | – | ﹤0.01% | 984 |
|
|
2024
Q3 | $426K | Buy |
9,447
+17
| +0.2% | +$767 | ﹤0.01% | 911 |
|
|
2024
Q2 | $406K | Buy |
9,430
+29
| +0.3% | +$1.25K | ﹤0.01% | 900 |
|
|
2024
Q1 | $402K | Buy |
9,401
+85
| +0.9% | +$3.64K | ﹤0.01% | 880 |
|
|
2023
Q4 | $387K | Sell |
9,316
-24
| -0.3% | -$996 | ﹤0.01% | 846 |
|
|
2023
Q3 | $364K | Sell |
9,340
-2,453
| -21% | -$95.5K | ﹤0.01% | 762 |
|
|
2023
Q2 | $477K | Buy |
11,793
+16
| +0.1% | +$647 | ﹤0.01% | 683 |
|
|
2023
Q1 | $469K | Buy |
+11,777
| New | +$469K | ﹤0.01% | 630 |
|
|
2019
Q2 | – | Sell |
-7,181
| Closed | -$273K | – | 493 |
|
|
2019
Q1 | $273K | Buy |
+7,181
| New | +$273K | 0.02% | 380 |
|
|
2018
Q4 | – | Sell |
-7,263
| Closed | -$275K | – | 408 |
|
|
2018
Q3 | $275K | Sell |
7,263
-3,308
| -31% | -$125K | 0.03% | 335 |
|
|
2018
Q2 | $396K | Sell |
10,571
-134
| -1% | -$5.02K | 0.05% | 238 |
|
|
2018
Q1 | $404K | Buy |
10,705
+823
| +8% | +$31.1K | 0.06% | 214 |
|
|
2017
Q4 | $375K | Hold |
9,882
| – | – | 0.05% | 180 |
|
|
2017
Q3 | $377K | Sell |
9,882
-4,736
| -32% | -$181K | 0.06% | 168 |
|
|
2017
Q2 | $545K | Buy |
+14,618
| New | +$545K | 0.11% | 109 |
|