MKD Wealth Coaches’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
6,528
+457
| +8% | +$21K | 0.32% | 18 |
|
|
2025
Q1 | $266K | Sell |
6,071
-1,854
| -23% | -$81.3K | 0.3% | 19 |
|
|
2024
Q4 | $344K | Buy |
+7,925
| New | +$344K | 0.35% | 20 |
|
|
2021
Q4 | – | Sell |
-5,400
| Closed | -$242K | – | 35 |
|
|
2021
Q3 | $242K | Buy |
5,400
+379
| +8% | +$17K | 0.38% | 17 |
|
|
2021
Q2 | $226K | Sell |
5,021
-409
| -8% | -$18.4K | 0.36% | 16 |
|
|
2021
Q1 | $236K | Sell |
5,430
-329
| -6% | -$14.3K | 0.4% | 16 |
|
|
2020
Q4 | $249K | Buy |
+5,759
| New | +$249K | 0.4% | 20 |
|