Pacific Capital Wealth Advisors’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
Q1 | – | Hold |
0
| – | -$3 | – | 105 |
|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 399 |
|
|
2024
Q3 | – | Hold |
0
| – | -$3 | – | 490 |
|
|
2024
Q2 | – | Sell |
-502
| Closed | -$21.5K | – | 540 |
|
|
2024
Q1 | $21.5K | Hold |
502
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $20.8K | Buy |
+502
| New | +$20.8K | 0.01% | 190 |
|
|
2020
Q4 | – | Sell |
-1,850
| Closed | -$76K | – | 74 |
|
|
2020
Q3 | $76K | Buy |
+1,850
| New | +$76K | 0.05% | 92 |
|