Life Planning Partners’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
Q1 | – | Sell |
-720
| Closed | -$29.9K | – | 72 |
|
|
2023
Q4 | $29.9K | Buy |
+720
| New | +$29.9K | 0.03% | 120 |
|
|
2022
Q3 | $38K | Hold |
1,039
| – | – | 0.04% | 96 |
|
|
2022
Q2 | $40K | Hold |
1,039
| – | – | 0.05% | 96 |
|
|
2022
Q1 | $45K | Hold |
1,039
| – | – | 0.05% | 94 |
|
|
2021
Q4 | $48K | Buy |
+1,039
| New | +$48K | 0.05% | 91 |
|