Sunbelt Securities’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 | $111K | Sell |
2,554
-30
| -1% | -$1.3K | 0.01% | 743 |
|
|
2025
Q1 | $113K | Buy |
2,584
+30
| +1% | +$1.32K | 0.01% | 708 |
|
|
2024
Q4 | $111K | Buy |
2,554
+104
| +4% | +$4.52K | 0.01% | 742 |
|
|
2024
Q3 | $111K | Buy |
2,450
+395
| +19% | +$17.8K | 0.01% | 740 |
|
|
2024
Q2 | $88.4K | Sell |
2,055
-56
| -3% | -$2.41K | 0.01% | 765 |
|
|
2024
Q1 | $90.3K | Buy |
2,111
+1,205
| +133% | +$51.6K | 0.01% | 736 |
|
|
2023
Q4 | $37.6K | Buy |
906
+2
| +0.2% | +$83 | ﹤0.01% | 876 |
|
|
2023
Q3 | $35.2K | Buy |
904
+43
| +5% | +$1.67K | ﹤0.01% | 881 |
|
|
2023
Q2 | $34.8K | Buy |
861
+283
| +49% | +$11.4K | 0.01% | 874 |
|
|
2023
Q1 | $22.9K | Buy |
+578
| New | +$22.9K | ﹤0.01% | 926 |
|