Compass Financial Group (South Dakota)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Compass Financial Group (South Dakota)’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$205K	Sell
2024 Q3	$229K	Sell
2024 Q2	$243K	Sell
2024 Q1	$272K	Sell
2023 Q4	$336K	Sell
2023 Q3	$337K	Sell
2023 Q2	$375K	Sell
2023 Q1	$418K	Sell
2022 Q4	$474K	Buy