Stratos Wealth Partners’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 | $526K | Buy |
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|
2025
Q2 | $484K | Buy |
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|
2025
Q1 | $450K | Sell |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $416K | Buy |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $395K | Sell |
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|
2022
Q2 | $570K | Sell |
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|
2022
Q1 | $679K | Sell |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | $658K | Hold |
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|
2020
Q4 | $653K | Buy |
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|
2020
Q3 | $575K | Sell |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $442K | Sell |
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|
2019
Q4 | $661K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.83M | Buy |
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|
2018
Q3 | $42K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $42K | Sell |
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|
2017
Q4 | $79K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.32M | Hold |
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|
2015
Q1 | $1.34M | Sell |
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|
2014
Q4 | $2.43M | Buy |
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