Lokken Investment Group’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 |
-9,687
| Closed | -$402K | – | 142 |
|
|
2023
Q4 | $402K | Sell |
9,687
-945
| -9% | -$39.2K | 0.23% | 86 |
|
|
2023
Q3 | $414K | Buy |
10,632
+489
| +5% | +$19K | 0.27% | 77 |
|
|
2023
Q2 | $410K | Hold |
10,143
| – | – | 0.27% | 83 |
|
|
2023
Q1 | $404K | Sell |
10,143
-569
| -5% | -$22.7K | 0.31% | 80 |
|
|
2022
Q4 | $407K | Buy |
10,712
+1,790
| +20% | +$68K | 0.32% | 76 |
|
|
2022
Q3 | $327K | Buy |
8,922
+310
| +4% | +$11.4K | 0.28% | 79 |
|
|
2022
Q2 | $336K | Sell |
8,612
-910
| -10% | -$35.5K | 0.27% | 78 |
|
|
2022
Q1 | $386K | Sell |
9,522
-430
| -4% | -$17.4K | 0.31% | 78 |
|
|
2021
Q4 | $453K | Hold |
9,952
| – | – | 0.32% | 65 |
|
|
2021
Q3 | $445K | Buy |
9,952
+265
| +3% | +$11.8K | 0.35% | 62 |
|
|
2021
Q2 | $436K | Buy |
9,687
+17
| +0.2% | +$765 | 0.35% | 61 |
|
|
2021
Q1 | $421K | Sell |
9,670
-725
| -7% | -$31.6K | 0.37% | 62 |
|
|
2020
Q4 | $449K | Buy |
+10,395
| New | +$449K | 0.41% | 53 |
|