Mid Atlantic Financial Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$822K Sell
2021
Q2
$892K Sell
2021
Q1
$873K Buy
2020
Q4
$837K Buy
2020
Q3
$661K Buy
2020
Q2
$527K Sell
2020
Q1
$523K Buy
2019
Q4
$355K Buy