TPG Financial Advisors’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 | $226K | Sell |
4,903
-180
| -4% | -$8.29K | 0.09% | 64 |
|
|
2025
Q1 | $223K | Sell |
5,083
-269
| -5% | -$11.8K | 0.1% | 57 |
|
|
2024
Q4 | $232K | Buy |
5,352
+365
| +7% | +$15.9K | 0.1% | 57 |
|
|
2024
Q3 | $225K | Buy |
4,987
+208
| +4% | +$9.38K | 0.1% | 64 |
|
|
2024
Q2 | $206K | Buy |
+4,779
| New | +$206K | 0.1% | 66 |
|
|
2023
Q4 | $249K | Buy |
6,039
+199
| +3% | +$8.21K | 0.13% | 58 |
|
|
2023
Q3 | $227K | Buy |
5,840
+290
| +5% | +$11.3K | 0.12% | 52 |
|
|
2023
Q2 | $224K | Sell |
5,550
-2,027
| -27% | -$81.9K | 0.12% | 48 |
|
|
2023
Q1 | $302K | Buy |
7,577
+160
| +2% | +$6.38K | 0.17% | 41 |
|
|
2022
Q4 | $282K | Buy |
7,417
+944
| +15% | +$35.9K | 0.17% | 39 |
|
|
2022
Q3 | $237K | Buy |
6,473
+202
| +3% | +$7.4K | 0.15% | 41 |
|
|
2022
Q2 | $244K | Buy |
6,271
+54
| +0.9% | +$2.1K | 0.16% | 37 |
|
|
2022
Q1 | $267K | Sell |
6,217
-464
| -7% | -$19.9K | 0.16% | 37 |
|
|
2021
Q4 | $304K | Buy |
6,681
+626
| +10% | +$28.5K | 0.19% | 35 |
|
|
2021
Q3 | $271K | Buy |
6,055
+869
| +17% | +$38.9K | 0.18% | 34 |
|
|
2021
Q2 | $234K | Sell |
5,186
-332
| -6% | -$15K | 0.16% | 35 |
|
|
2021
Q1 | $240K | Sell |
5,518
-863
| -14% | -$37.5K | 0.17% | 40 |
|
|
2020
Q4 | $276K | Sell |
6,381
-318
| -5% | -$13.8K | 0.21% | 32 |
|
|
2020
Q3 | $275K | Buy |
6,699
+507
| +8% | +$20.8K | 0.23% | 31 |
|
|
2020
Q2 | $247K | Buy |
6,192
+376
| +6% | +$15K | 0.22% | 35 |
|
|
2020
Q1 | $214K | Buy |
5,816
+467
| +9% | +$17.2K | 0.21% | 41 |
|
|
2019
Q4 | $215K | Buy |
+5,349
| New | +$215K | 0.18% | 46 |
|