WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-472
| Closed | -$18.4K | – | 479 |
|
|
2023
Q3 | $18.4K | Hold |
472
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $19.1K | Hold |
472
| – | – | ﹤0.01% | 421 |
|
|
2023
Q1 | $18.8K | Buy |
+472
| New | +$18.8K | ﹤0.01% | 417 |
|
|
2020
Q4 | – | Sell |
-1,417
| Closed | -$58K | – | 302 |
|
|
2020
Q3 | $58K | Hold |
1,417
| – | – | 0.02% | 298 |
|
|
2020
Q2 | $56K | Sell |
1,417
-200
| -12% | -$7.9K | 0.03% | 246 |
|
|
2020
Q1 | $59K | Hold |
1,617
| – | – | 0.04% | 186 |
|
|
2019
Q4 | $65K | Hold |
1,617
| – | – | 0.03% | 205 |
|
|
2019
Q3 | $64K | Hold |
1,617
| – | – | 0.03% | 193 |
|
|
2019
Q2 | $63K | Hold |
1,617
| – | – | 0.04% | 173 |
|
|
2019
Q1 | $62K | Hold |
1,617
| – | – | 0.03% | 183 |
|
|
2018
Q4 | $58K | Hold |
1,617
| – | – | 0.04% | 157 |
|
|
2018
Q3 | $61K | Buy |
1,617
+54
| +3% | +$2.04K | 0.03% | 161 |
|
|
2018
Q2 | $59K | Hold |
1,563
| – | – | 0.04% | 154 |
|
|
2018
Q1 | $59K | Buy |
+1,563
| New | +$59K | 0.04% | 148 |
|