NewSquare Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $125K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.31K | Buy |
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|
2023
Q2 | $4.49K | Buy |
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|
2023
Q1 | $4.03K | Buy |
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|
2022
Q4 | $2.66K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $11K | Sell |
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|
2016
Q1 | $498K | Buy |
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|
2015
Q4 | $485K | Buy |
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|
2015
Q3 | $453K | Sell |
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|
2015
Q2 | $532K | Sell |
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|
2015
Q1 | $647K | Sell |
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|
2014
Q4 | $769K | Sell |
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|
2014
Q3 | $897K | Sell |
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|
2014
Q2 | $949K | Sell |
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|
2014
Q1 | $1.01M | Sell |
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|
2013
Q4 | $1.23M | Buy |
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|
2013
Q3 | $1.19M | Buy |
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|
2013
Q2 | $959K | Buy |
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