WA
Win Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-35,153
| Closed | -$1.46M | – | 59 |
|
|
2023
Q4 | $1.46M | Buy |
+35,153
| New | +$1.46M | 0.66% | 28 |
|
|
2023
Q2 | – | Sell |
-77,861
| Closed | -$3.11M | – | 36 |
|
|
2023
Q1 | $3.11M | Buy |
+77,861
| New | +$3.11M | 1.23% | 9 |
|
|
2022
Q2 | – | Sell |
-68,996
| Closed | -$2.97M | – | 159 |
|
|
2022
Q1 | $2.97M | Buy |
+68,996
| New | +$2.97M | 0.78% | 24 |
|