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

Lake Point Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$18K	Sell
2022 Q1	$31K	Buy
2021 Q4	$27K	Buy
2021 Q3	$23K	Buy
2021 Q2	$18K	Buy
2020 Q1	$7K	Hold
2019 Q4	$8K	Buy
2019 Q2	$8K	Hold
2019 Q1	$8K	Sell
2018 Q4	$22K	Buy