Merriman Wealth Management’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
Q4 | $429K | Sell |
9,883
-1,305
| -12% | -$56.7K | 0.02% | 142 |
|
|
2024
Q3 | $505K | Buy |
11,188
+24
| +0.2% | +$1.08K | 0.02% | 145 |
|
|
2024
Q2 | $480K | Sell |
11,164
-229
| -2% | -$9.85K | 0.02% | 139 |
|
|
2024
Q1 | $487K | Hold |
11,393
| – | – | 0.02% | 136 |
|
|
2023
Q4 | $473K | Sell |
11,393
-1,572
| -12% | -$65.3K | 0.02% | 131 |
|
|
2023
Q3 | $505K | Buy |
12,965
+106
| +0.8% | +$4.13K | 0.03% | 117 |
|
|
2023
Q2 | $520K | Hold |
12,859
| – | – | 0.03% | 135 |
|
|
2023
Q1 | $513K | Sell |
12,859
-181
| -1% | -$7.22K | 0.03% | 126 |
|
|
2022
Q4 | $496K | Buy |
13,040
+4,668
| +56% | +$177K | 0.03% | 145 |
|
|
2022
Q3 | $306K | Buy |
+8,372
| New | +$306K | 0.02% | 131 |
|