Eagle Ridge Investment 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
2017 Q3	–	Sell	-6,600	Closed	-$246K	–	169
2017 Q2	$246K	Sell	6,600 -250	-4%	-$9.32K	0.05%	114
2017 Q1	$249K	Sell	6,850 -350	-5%	-$12.7K	0.05%	121
2016 Q4	$254K	Hold	7,200	–	–	0.05%	120
2016 Q3	$260K	Buy	+7,200	New	+$260K	0.06%	114