Patton Albertson Miller Group’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
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.68M | Sell |
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|
2023
Q4 | $2.31M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $5.61M | Buy |
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|
2022
Q3 | $1.51M | Sell |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $4.09M | Sell |
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|
2021
Q4 | $5.28M | Buy |
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|
2021
Q3 | $4.14M | Sell |
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|
2021
Q2 | $5.03M | Sell |
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|
2021
Q1 | $4.9M | Sell |
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|
2020
Q4 | $5.25M | Sell |
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|
2020
Q3 | $5.34M | Sell |
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|
2020
Q2 | $5.23M | Sell |
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|
2020
Q1 | $4.82M | Sell |
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|
2019
Q4 | $5.55M | Sell |
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|
2019
Q3 | $5.63M | Sell |
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|
2019
Q2 | $5.71M | Sell |
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|
2019
Q1 | $5.95M | Sell |
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|
2018
Q4 | $6.57M | Buy |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.32M | Sell |
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|
2017
Q4 | $1.6M | Sell |
|
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|
2017
Q3 | $1.6M | Sell |
|
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|
2017
Q2 | $1.63M | Sell |
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|
2017
Q1 | $1.66M | Buy |
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|
2016
Q4 | $1.42M | Buy |
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|
2016
Q3 | $1.44M | Buy |
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|
2016
Q2 | $1.25M | Buy |
|