PCA Investment Advisory Services’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
Q2 | – | Sell |
-5,402
| Closed | -$231K | – | 140 |
|
|
2024
Q1 | $231K | Sell |
5,402
-50
| -0.9% | -$2.14K | 0.13% | 121 |
|
|
2023
Q4 | $226K | Sell |
5,452
-23
| -0.4% | -$955 | 0.15% | 102 |
|
|
2023
Q3 | $213K | Buy |
5,475
+4
| +0.1% | +$156 | 0.15% | 101 |
|
|
2023
Q2 | $221K | Sell |
5,471
-546
| -9% | -$22.1K | 0.13% | 100 |
|
|
2023
Q1 | $240K | Buy |
+6,017
| New | +$240K | 0.17% | 91 |
|