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

Merriman 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
2024 Q4	$429K	Sell
2024 Q3	$505K	Buy
2024 Q2	$480K	Sell
2024 Q1	$487K	Hold
2023 Q4	$473K	Sell
2023 Q3	$505K	Buy
2023 Q2	$520K	Hold
2023 Q1	$513K	Sell
2022 Q4	$496K	Buy
2022 Q3	$306K	Buy