Scotia Capital’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
Q2 | $273K | Buy |
5,934
+450
| +8% | +$20.7K | ﹤0.01% | 734 |
|
|
2025
Q1 | $241K | Hold |
5,484
| – | – | ﹤0.01% | 745 |
|
|
2024
Q4 | $238K | Buy |
+5,484
| New | +$238K | ﹤0.01% | 760 |
|
|
2019
Q2 | – | Sell |
-7,253
| Closed | -$276K | – | 726 |
|
|
2019
Q1 | $276K | Hold |
7,253
| – | – | ﹤0.01% | 590 |
|
|
2018
Q4 | $259K | Hold |
7,253
| – | – | ﹤0.01% | 563 |
|
|
2018
Q3 | $275K | Hold |
7,253
| – | – | ﹤0.01% | 621 |
|
|
2018
Q2 | $274K | Hold |
7,253
| – | – | ﹤0.01% | 588 |
|
|
2018
Q1 | $274K | Buy |
+7,253
| New | +$274K | ﹤0.01% | 613 |
|
|
2016
Q1 | – | Sell |
-11,664
| Closed | -$395K | – | 576 |
|
|
2015
Q4 | $395K | Hold |
11,664
| – | – | 0.01% | 487 |
|
|
2015
Q3 | $395K | Buy |
+11,664
| New | +$395K | 0.01% | 480 |
|