Corient Private Wealth’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
2024
Q1
Sell
-8,271
Closed -$343K 2272
2023
Q4
$343K Buy
+8,271
New +$343K ﹤0.01% 1800