Atlas Private Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$386K	Hold
2025 Q1	$368K	Sell
2024 Q4	$380K	Buy
2021 Q4	–	Sell
2021 Q3	$104K	Buy
2021 Q2	$84K	Hold
2021 Q1	$81K	Sell
2020 Q4	$109K	Sell
2020 Q3	$131K	Sell
2020 Q2	$134K	Buy