Wealthcare Advisory Partners’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 | $272K | Buy |
5,898
+45
| +0.8% | +$2.07K | 0.01% | 825 |
|
|
2025
Q1 | $257K | Hold |
5,853
| – | – | 0.01% | 798 |
|
|
2024
Q4 | $254K | Buy |
+5,853
| New | +$254K | 0.01% | 766 |
|
|
2022
Q2 | – | Sell |
-5,880
| Closed | -$253K | – | 565 |
|
|
2022
Q1 | $253K | Hold |
5,880
| – | – | 0.02% | 462 |
|
|
2021
Q4 | $267K | Hold |
5,880
| – | – | 0.02% | 473 |
|
|
2021
Q3 | $263K | Buy |
5,880
+724
| +14% | +$32.4K | 0.02% | 451 |
|
|
2021
Q2 | $232K | Sell |
5,156
-1,844
| -26% | -$83K | 0.02% | 484 |
|
|
2021
Q1 | $305K | Buy |
+7,000
| New | +$305K | 0.02% | 390 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$3K | – | 370 |
|
|
2020
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 1203 |
|
|
2019
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 1180 |
|
|
2019
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 1129 |
|
|
2019
Q2 | $3K | Sell |
75
-391
| -84% | -$15.6K | ﹤0.01% | 1122 |
|
|
2019
Q1 | $18K | Hold |
466
| – | – | ﹤0.01% | 685 |
|
|
2018
Q4 | $17K | Hold |
466
| – | – | ﹤0.01% | 660 |
|
|
2018
Q3 | $18K | Hold |
466
| – | – | ﹤0.01% | 703 |
|
|
2018
Q2 | $17K | Buy |
466
+391
| +521% | +$14.3K | ﹤0.01% | 710 |
|
|
2018
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 894 |
|