Morton Brown Family Wealth’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
Q3 | – | Hold |
0
| – | – | – | 272 |
|
|
2024
Q2 | – | Sell |
-522
| Closed | -$22.3K | – | 221 |
|
|
2024
Q1 | $22.3K | Hold |
522
| – | – | 0.01% | 117 |
|
|
2023
Q4 | $21.7K | Hold |
522
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $20.3K | Sell |
522
-3,297
| -86% | -$128K | 0.01% | 107 |
|
|
2023
Q2 | $154K | Hold |
3,819
| – | – | 0.08% | 49 |
|
|
2023
Q1 | $152K | Hold |
3,819
| – | – | 0.09% | 53 |
|
|
2022
Q4 | $145K | Buy |
3,819
+3,297
| +632% | +$125K | 0.1% | 53 |
|
|
2022
Q3 | $19K | Hold |
522
| – | – | 0.02% | 92 |
|
|
2022
Q2 | $20K | Hold |
522
| – | – | 0.02% | 93 |
|
|
2022
Q1 | $22K | Hold |
522
| – | – | 0.02% | 90 |
|
|
2021
Q4 | $24K | Buy |
+522
| New | +$24K | 0.02% | 94 |
|