Doyle Wealth Management’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
2019
Q3
Sell
-185
Closed -$7K 231
2019
Q2
$7K Buy
+185
New +$7K ﹤0.01% 682
2019
Q1
Sell
-183
Closed -$7K 222
2018
Q4
$7K Buy
+183
New +$7K ﹤0.01% 674