Fort Point Capital Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fort Point Capital Partners’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$442K	Sell
2025 Q2	$458K	Sell
2025 Q1	$457K	Sell
2024 Q4	$493K	Buy
2020 Q4	–	Sell
2020 Q3	$338K	Buy
2020 Q2	$301K	Hold
2020 Q1	$277K	Buy
2019 Q4	$274K	Buy