Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$7.6K | – | 923 |
|
|
2022
Q4 | $7.6K | Hold |
200
| – | – | ﹤0.01% | 770 |
|
|
2022
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 724 |
|
|
2021
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 732 |
|