NBC Securities’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 | $9K | Sell |
200
-750
| -79% | -$33.8K | ﹤0.01% | 1967 |
|
2025
Q1 | $41K | Buy |
+950
| New | +$41K | ﹤0.01% | 1226 |
|
2024
Q4 | – | Sell |
-200
| Closed | -$9K | – | 1281 |
|
2024
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1753 |
|
2024
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 1737 |
|
2024
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1755 |
|