Sigma Planning Corp’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $634K | Sell |
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|
2025
Q2 | $637K | Sell |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $935K | Buy |
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|
2024
Q2 | $862K | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $467K | Buy |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $536K | Buy |
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|
2020
Q4 | $529K | Sell |
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|
2020
Q3 | $530K | Buy |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $351K | Buy |
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|
2019
Q3 | $332K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $363K | Sell |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | $929K | Buy |
|