Confluence Wealth Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$22K	–	294
2021 Q4	$22K	Buy	+500	New	+$22K	0.01%	699