Cascadia Advisory Services’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
2020
Q3
$239K Sell
5,822
-1,863
-24% -$76.5K 0.07% 195
2020
Q2
$306K Buy
+7,685
New +$306K 0.09% 143
2019
Q4
$317K Buy
+7,892
New +$317K 0.09% 167