Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $400K | Hold |
10,529
| – | – | 0.03% | 205 |
|
|
2022
Q3 | $386K | Hold |
10,529
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $410K | Hold |
10,529
| – | – | 0.04% | 193 |
|
|
2022
Q1 | $452K | Hold |
10,529
| – | – | 0.04% | 190 |
|
|
2021
Q4 | $479K | Hold |
10,529
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $471K | Hold |
10,529
| – | – | 0.04% | 175 |
|
|
2021
Q2 | $474K | Hold |
10,529
| – | – | 0.04% | 176 |
|
|
2021
Q1 | $459K | Hold |
10,529
| – | – | 0.04% | 167 |
|
|
2020
Q4 | $455K | Hold |
10,529
| – | – | 0.04% | 170 |
|
|
2020
Q3 | $432K | Hold |
10,529
| – | – | 0.04% | 153 |
|
|
2020
Q2 | $420K | Hold |
10,529
| – | – | 0.05% | 147 |
|
|
2020
Q1 | $387K | Buy |
10,529
+1,472
| +16% | +$54.1K | 0.05% | 156 |
|
|
2019
Q4 | $363K | Hold |
9,057
| – | – | 0.04% | 164 |
|
|
2019
Q3 | $356K | Hold |
9,057
| – | – | 0.04% | 155 |
|
|
2019
Q2 | $353K | Hold |
9,057
| – | – | 0.04% | 162 |
|
|
2019
Q1 | $345K | Hold |
9,057
| – | – | 0.04% | 172 |
|
|
2018
Q4 | $323K | Hold |
9,057
| – | – | 0.04% | 164 |
|
|
2018
Q3 | $343K | Hold |
9,057
| – | – | 0.04% | 164 |
|
|
2018
Q2 | $340K | Hold |
9,057
| – | – | 0.04% | 156 |
|
|
2018
Q1 | $342K | Hold |
9,057
| – | – | 0.04% | 155 |
|
|
2017
Q4 | $345K | Hold |
9,057
| – | – | 0.04% | 164 |
|
|
2017
Q3 | $344K | Hold |
9,057
| – | – | 0.04% | 169 |
|
|
2017
Q2 | $338K | Hold |
9,057
| – | – | 0.04% | 163 |
|
|
2017
Q1 | $329K | Hold |
9,057
| – | – | 0.04% | 167 |
|
|
2016
Q4 | $319K | Hold |
9,057
| – | – | 0.05% | 155 |
|
|
2016
Q3 | $327 | Hold |
9,057
| – | – | 0.05% | 159 |
|
|
2016
Q2 | $320K | Sell |
9,057
-29,144
| -76% | -$1.03M | 0.05% | 161 |
|
|
2016
Q1 | $1.33M | Buy |
+38,201
| New | +$1.33M | 0.21% | 100 |
|