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

Keebeck Wealth Management’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
2023 Q2	–	Sell
2023 Q1	$621K	Sell
2022 Q4	$635K	Hold
2022 Q3	$611K	Sell
2022 Q2	$660K	Sell
2022 Q1	$735K	Buy