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Evermay Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Evermay Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,252
Closed -$46K – 569
2022
Q3 		$46K Hold
1,252
– – 0.01% 288
2022
Q2 		$49K Sell
1,252
-975
-44% -$38.2K 0.01% 282
2022
Q1 		$96K Buy
+2,227
New +$96K 0.02% 255