EverSource Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1
Closed -$27 3065
2024
Q1
$27 Buy
+1
New +$27 ﹤0.01% 2878
2022
Q3
Sell
-2,322
Closed -$90K 1966
2022
Q2
$90K Buy
+2,322
New +$90K 0.02% 405