Burt Wealth Advisors’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
2018 Q2	–	Sell	-2,065	Closed	-$78K	–	366
2018 Q1	$78K	Buy	2,065 +650	+46%	+$24.6K	0.04%	147
2017 Q4	$54K	Hold	1,415	–	–	0.03%	173
2017 Q3	$54K	Hold	1,415	–	–	0.04%	167
2017 Q2	$52K	Buy	+1,415	New	+$52K	0.04%	178