Divergent Planning’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
Q2
Sell
-4,993
Closed -$215K 20
2022
Q1
$215K Buy
+4,993
New +$215K 0.14% 21
2021
Q3
Sell
-4,545
Closed -$205K 17
2021
Q2
$205K Buy
+4,545
New +$205K 0.17% 17