Cahill Financial Advisors’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
2021
Q4
Sell
2021
Q3
$28K Buy
2017
Q2
Sell
2017
Q1
$637K Sell
2016
Q4
$716K Sell
2016
Q3
$764K Sell
2016
Q2
$762K Buy
2014
Q1
Sell
2013
Q4
$316K Buy