Paragon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-94,149
| Closed | -$3.91M | – | 78 |
|
|
2023
Q4 | $3.91M | Buy |
94,149
+21,233
| +29% | +$881K | 1.65% | 14 |
|
|
2023
Q3 | $2.84M | Sell |
72,916
-21,537
| -23% | -$838K | 1.17% | 18 |
|
|
2023
Q2 | $3.82M | Buy |
94,453
+20,339
| +27% | +$822K | 1.24% | 12 |
|
|
2023
Q1 | $2.95M | Buy |
74,114
+4,438
| +6% | +$177K | 0.99% | 23 |
|
|
2022
Q4 | $2.65M | Buy |
69,676
+57,093
| +454% | +$2.17M | 1.17% | 29 |
|
|
2022
Q3 | $461K | Buy |
12,583
+4,938
| +65% | +$181K | 0.24% | 50 |
|
|
2022
Q2 | $298K | Buy |
+7,645
| New | +$298K | 0.15% | 59 |
|