Mascoma Wealth Management’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 | $5.89K | Sell |
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|
2025
Q1 | $14.2K | Hold |
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|
2024
Q4 | $14K | Sell |
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|
2024
Q3 | $22.7K | Hold |
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|
2024
Q2 | $21.6K | Sell |
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|
2024
Q1 | $21.8K | Sell |
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|
2023
Q4 | $25.9K | Hold |
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|
2023
Q3 | $24.3K | Hold |
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|
2023
Q2 | $25.1K | Sell |
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|
2023
Q1 | $39.8K | Sell |
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|
2022
Q4 | $40.6K | Buy |
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|
2022
Q3 | $26K | Buy |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12K | Buy |
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