Sigma Planning Corp’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 | $637K | Sell |
13,836
-6,288
| -31% | -$290K | 0.02% | 686 |
|
|
2025
Q1 | $883K | Sell |
20,124
-2,466
| -11% | -$108K | 0.03% | 534 |
|
|
2024
Q4 | $981K | Buy |
22,590
+1,873
| +9% | +$81.4K | 0.03% | 491 |
|
|
2024
Q3 | $935K | Buy |
20,717
+686
| +3% | +$30.9K | 0.03% | 524 |
|
|
2024
Q2 | $862K | Sell |
20,031
-5,741
| -22% | -$247K | 0.03% | 524 |
|
|
2024
Q1 | $1.1M | Buy |
25,772
+12,406
| +93% | +$531K | 0.03% | 469 |
|
|
2023
Q4 | $555K | Buy |
13,366
+283
| +2% | +$11.7K | 0.04% | 425 |
|
|
2023
Q3 | $509K | Buy |
13,083
+46
| +0.4% | +$1.79K | 0.02% | 709 |
|
|
2023
Q2 | $527K | Buy |
13,037
+2,609
| +25% | +$105K | 0.02% | 716 |
|
|
2023
Q1 | $416K | Buy |
10,428
+61
| +0.6% | +$2.43K | 0.01% | 880 |
|
|
2022
Q4 | $394K | Buy |
10,367
+93
| +0.9% | +$3.54K | 0.01% | 861 |
|
|
2022
Q3 | $376K | Buy |
10,274
+435
| +4% | +$15.9K | 0.01% | 846 |
|
|
2022
Q2 | $383K | Buy |
9,839
+2
| +0% | +$78 | 0.01% | 865 |
|
|
2022
Q1 | $423K | Sell |
9,837
-423
| -4% | -$18.2K | 0.01% | 902 |
|
|
2021
Q4 | $467K | Buy |
10,260
+8
| +0.1% | +$364 | 0.01% | 874 |
|
|
2021
Q3 | $459K | Sell |
10,252
-1,728
| -14% | -$77.4K | 0.01% | 849 |
|
|
2021
Q2 | $540K | Sell |
11,980
-330
| -3% | -$14.9K | 0.02% | 789 |
|
|
2021
Q1 | $536K | Buy |
12,310
+73
| +0.6% | +$3.18K | 0.02% | 732 |
|
|
2020
Q4 | $529K | Sell |
12,237
-672
| -5% | -$29.1K | 0.02% | 664 |
|
|
2020
Q3 | $530K | Buy |
12,909
+1,140
| +10% | +$46.8K | 0.02% | 582 |
|
|
2020
Q2 | $469K | Sell |
11,769
-282
| -2% | -$11.2K | 0.02% | 611 |
|
|
2020
Q1 | $443K | Buy |
12,051
+3,297
| +38% | +$121K | 0.03% | 519 |
|
|
2019
Q4 | $351K | Buy |
8,754
+304
| +4% | +$12.2K | 0.01% | 714 |
|
|
2019
Q3 | $332K | Buy |
8,450
+235
| +3% | +$9.23K | 0.02% | 713 |
|
|
2019
Q2 | $321K | Buy |
8,215
+509
| +7% | +$19.9K | 0.02% | 698 |
|
|
2019
Q1 | $293K | Sell |
7,706
-2,473
| -24% | -$94K | 0.02% | 688 |
|
|
2018
Q4 | $363K | Sell |
10,179
-16,200
| -61% | -$578K | 0.03% | 527 |
|
|
2018
Q3 | $1M | Buy |
26,379
+1,628
| +7% | +$61.7K | 0.06% | 298 |
|
|
2018
Q2 | $929K | Buy |
+24,751
| New | +$929K | 0.06% | 306 |
|