Tempus Wealth Planning’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 | $386K | Sell |
8,394
-318
| -4% | -$14.6K | 0.1% | 185 |
|
|
2025
Q1 | $382K | Sell |
8,712
-332
| -4% | -$14.6K | 0.11% | 178 |
|
|
2024
Q4 | $393K | Buy |
9,044
+87
| +1% | +$3.78K | 0.12% | 166 |
|
|
2024
Q3 | $404K | Buy |
8,957
+707
| +9% | +$31.9K | 0.15% | 143 |
|
|
2024
Q2 | $355K | Buy |
+8,250
| New | +$355K | 0.15% | 138 |
|
|
2022
Q4 | – | Sell |
-10,238
| Closed | -$375K | – | 183 |
|
|
2022
Q3 | $375K | Buy |
+10,238
| New | +$375K | 0.25% | 109 |
|