Clearview Wealth 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
2023 Q3	–	Sell	-455	Closed	-$18.4K	–	145
2023 Q2	$18.4K	Hold	455	–	–	0.02%	286
2023 Q1	$18.1K	Hold	455	–	–	0.02%	288
2022 Q4	$17.3K	Sell	455 -345	-43%	-$13.1K	0.01%	268
2022 Q3	$29K	Sell	800 -100	-11%	-$3.92K	0.02%	212
2022 Q2	$35K	Sell	900 -2,570	-74%	-$104K	0.03%	216
2022 Q1	$149K	Sell	3,470 -1,182	-25%	-$51.5K	0.1%	99
2021 Q4	$212K	Sell	4,652 -150	-3%	-$6.8K	0.13%	108
2021 Q3	$215K	Sell	4,802 -55	-1%	-$2.49K	0.14%	108
2021 Q2	$219K	Buy	4,857 +1,372	+39%	+$61.1K	0.14%	108
2021 Q1	$152K	Buy	3,485 +1,085	+45%	+$47.2K	0.1%	127
2020 Q4	$104K	Buy	+2,400	New	+$101K	0.07%	140