Marino Stram & Associates’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
Q2 | $805K | Sell |
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|
2025
Q1 | $770K | Hold |
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|
2024
Q4 | $762K | Sell |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $775K | Buy |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $777K | Sell |
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|
2023
Q3 | $746K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $840K | Hold |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $813K | Sell |
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|
2022
Q1 | $913K | Hold |
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|
2021
Q4 | $966K | Buy |
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|
2021
Q3 | $949K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $962K | Sell |
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|
2020
Q4 | $956K | Buy |
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|
2020
Q3 | $907K | Sell |
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|
2020
Q2 | $886K | Buy |
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|
2020
Q1 | $795K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $994K | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.14M | Buy |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.25M | Buy |
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