Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.8K | Hold |
800
| – | – | 0.01% | 341 |
|
|
2024
Q3 | $36.1K | Hold |
800
| – | – | 0.01% | 342 |
|
|
2024
Q2 | $34.4K | Hold |
800
| – | – | 0.01% | 334 |
|
|
2024
Q1 | $34.2K | Hold |
800
| – | – | 0.01% | 334 |
|
|
2023
Q4 | $33.2K | Hold |
800
| – | – | 0.01% | 330 |
|
|
2023
Q3 | $31.1K | Hold |
800
| – | – | 0.01% | 336 |
|
|
2023
Q2 | $32.3K | Hold |
800
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $31.9K | Hold |
800
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $30.4K | Hold |
800
| – | – | 0.01% | 356 |
|
|
2022
Q3 | $30K | Hold |
800
| – | – | 0.01% | 360 |
|
|
2022
Q2 | $31K | Hold |
800
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $34K | Hold |
800
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $36K | Hold |
800
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $36K | Hold |
800
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $36K | Sell |
800
-18,876
| -96% | -$849K | 0.01% | 319 |
|
|
2021
Q1 | $35 | Buy |
19,676
+18,876
| +2,360% | +$34 | 0.01% | 321 |
|
|
2020
Q4 | $35K | Hold |
800
| – | – | 0.01% | 292 |
|
|
2020
Q3 | $33K | Sell |
800
-648
| -45% | -$26.7K | 0.01% | 289 |
|
|
2020
Q2 | $58K | Buy |
1,448
+3
| +0.2% | +$120 | 0.02% | 217 |
|
|
2020
Q1 | $53K | Hold |
1,445
| – | – | 0.02% | 214 |
|
|
2019
Q4 | $58K | Buy |
+1,445
| New | +$58K | 0.02% | 235 |
|