CPWM

Cardinal Point Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-13,840	Closed	-$624K	–	44
2021 Q2	$624K	Buy	13,840 +3,250	+31%	+$147K	0.28%	24
2021 Q1	$461K	Hold	10,590	–	–	0.23%	25
2020 Q4	$456K	Buy	+10,590	New	+$456K	0.23%	23