55I LLC’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
2021
Q1
Sell
-16,945
Closed -$732K 301
2020
Q4
$732K Buy
+16,945
New +$732K 0.05% 146