Retireful LLC’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 | – | Sell |
-100,834
| Closed | -$4.38M | – | 94 |
|
|
2024
Q4 | $4.38M | Buy |
+100,834
| New | +$4.38M | 2.47% | 4 |
|
|
2024
Q2 | – | Sell |
-77,406
| Closed | -$3.31M | – | 98 |
|
|
2024
Q1 | $3.31M | Buy |
+77,406
| New | +$3.31M | 1.38% | 19 |
|
|
2023
Q3 | – | Sell |
-128,040
| Closed | -$5.17M | – | 77 |
|
|
2023
Q2 | $5.17M | Buy |
128,040
+86,046
| +205% | +$3.48M | 1.96% | 6 |
|
|
2023
Q1 | $1.67M | Buy |
+41,994
| New | +$1.67M | 0.54% | 8 |
|