Sargent Bickham Lagudis’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sargent Bickham Lagudis’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$400K	Hold
2022 Q3	$386K	Hold
2022 Q2	$410K	Hold
2022 Q1	$452K	Hold
2021 Q4	$479K	Hold
2021 Q3	$471K	Hold
2021 Q2	$474K	Hold
2021 Q1	$459K	Hold
2020 Q4	$455K	Hold
2020 Q3	$432K	Hold
2020 Q2	$420K	Hold
2020 Q1	$387K	Buy
2019 Q4	$363K	Hold
2019 Q3	$356K	Hold
2019 Q2	$353K	Hold
2019 Q1	$345K	Hold
2018 Q4	$323K	Hold
2018 Q3	$343K	Hold
2018 Q2	$340K	Hold
2018 Q1	$342K	Hold
2017 Q4	$345K	Hold
2017 Q3	$344K	Hold
2017 Q2	$338K	Hold
2017 Q1	$329K	Hold
2016 Q4	$319K	Hold
2016 Q3	$327	Hold
2016 Q2	$320K	Sell
2016 Q1	$1.33M	Buy