Thrive Capital Management (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Sell |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.88M | Sell |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $4.5M | Sell |
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|
2023
Q1 | $4.63M | Sell |
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|
2022
Q4 | $4.8M | Sell |
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|
2022
Q3 | $5.14M | Buy |
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|
2022
Q2 | $5.34M | Sell |
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|
2022
Q1 | $6.97M | Sell |
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|
2021
Q4 | $8.66M | Buy |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $4.51M | Buy |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $2.48M | Buy |
|