VitalStone Financial’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 | $677 | Sell |
15
-41
| -73% | -$1.85K | ﹤0.01% | 435 |
|
2024
Q2 | $2.41K | Sell |
56
-18
| -24% | -$774 | ﹤0.01% | 373 |
|
2024
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 350 |
|
2023
Q4 | $3K | Buy |
74
+1
| +1% | +$41 | ﹤0.01% | 359 |
|
2023
Q3 | $3K | Sell |
73
-110
| -60% | -$4.52K | ﹤0.01% | 328 |
|
2023
Q2 | $6K | Sell |
183
-389
| -68% | -$12.8K | ﹤0.01% | 706 |
|
2023
Q1 | $25K | Buy |
572
+195
| +52% | +$8.52K | 0.02% | 151 |
|
2022
Q4 | $13K | Buy |
+377
| New | +$13K | 0.01% | 316 |
|