Bridgeworth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
2018
Q2
$285K Sell
2018
Q1
$303K Buy
2017
Q3
Sell
2017
Q2
$342K Buy
2017
Q1
$308K Buy
2016
Q4
$273K Buy