Transcendent Capital Group’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
Q1 | – | Sell |
-350
| Closed | -$15.2K | – | 104 |
|
|
2024
Q4 | $15.2K | Buy |
350
+8
| +2% | +$348 | 0.01% | 299 |
|
|
2024
Q3 | $15.4K | Hold |
342
| – | – | 0.01% | 324 |
|
|
2024
Q2 | $14.7K | Hold |
342
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $14.6K | Buy |
342
+8
| +2% | +$342 | 0.01% | 292 |
|
|
2023
Q4 | $13.9K | Buy |
+334
| New | +$13.9K | 0.01% | 243 |
|