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Life Planning Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Life Planning 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
2024
Q1 		– Sell
-720
Closed -$29.9K – 72
2023
Q4 		$29.9K Buy
+720
New +$28.5K 0.03% 120
2022
Q3 		$38K Hold
1,039
– – 0.04% 96
2022
Q2 		$40K Hold
1,039
– – 0.05% 96
2022
Q1 		$45K Hold
1,039
– – 0.05% 94
2021
Q4 		$48K Buy
+1,039
New +$47.1K 0.05% 91

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