Syntrinsic’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
Q3 | $386K | Buy |
8,946
+340
| +4% | +$14.7K | 0.13% | 29 |
|
|
2024
Q2 | $354K | Sell |
8,606
-251
| -3% | -$10.3K | 0.12% | 29 |
|
|
2024
Q1 | $363K | Sell |
8,857
-208
| -2% | -$8.52K | 0.12% | 26 |
|
|
2023
Q4 | $361K | Buy |
9,065
+126
| +1% | +$5.02K | 0.12% | 23 |
|
|
2023
Q3 | $335K | Buy |
+8,939
| New | +$335K | 0.16% | 21 |
|