COWA LLC’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
2022
Q4
Sell
-590
Closed -$22K 134
2022
Q3
$22K Buy
+590
New +$22K 0.01% 238
2021
Q2
Sell
-1,620
Closed -$71K 139
2021
Q1
$71K Hold
1,620
0.04% 174
2020
Q4
$71K Buy
+1,620
New +$71K 0.05% 171