Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.54M | Sell |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $4.51M | Sell |
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|
2021
Q2 | $9.35M | Buy |
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|
2021
Q1 | $8.99M | Buy |
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|
2020
Q4 | $7.52M | Sell |
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|
2020
Q3 | $7.15M | Buy |
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|
2020
Q2 | $6.83M | Buy |
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|
2020
Q1 | $6.02M | Buy |
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|
2019
Q4 | $6.38M | Buy |
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