Fernwood 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
2024
Q2
Sell
-303
Closed -$13K 223
2024
Q1
$13K Buy
+303
New +$13K ﹤0.01% 524