Tyler-Stone Wealth Management’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 | – | Sell |
-499
| Closed | -$21.5K | – | 339 |
|
|
2024
Q2 | $21.5K | Buy |
499
+1
| +0.2% | +$43 | 0.01% | 500 |
|
|
2024
Q1 | $21.3K | Hold |
498
| – | – | 0.01% | 499 |
|
|
2023
Q4 | $20.7K | Hold |
498
| – | – | 0.01% | 488 |
|
|
2023
Q3 | $19K | Hold |
498
| – | – | 0.01% | 484 |
|
|
2023
Q2 | $20K | Buy |
+498
| New | +$20K | 0.01% | 479 |
|
|
2022
Q4 | $20K | Hold |
528
| – | – | 0.01% | 443 |
|
|
2022
Q3 | $19K | Hold |
528
| – | – | 0.01% | 442 |
|
|
2022
Q2 | $21K | Hold |
528
| – | – | 0.01% | 436 |
|
|
2022
Q1 | $23K | Hold |
528
| – | – | 0.01% | 447 |
|
|
2021
Q4 | $24K | Buy |
+528
| New | +$24K | 0.01% | 467 |
|