Midwest Professional Planners Ltd (MPPL)’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 Q4	–	Sell	-5,383	Closed	-$241K	–	117
2021 Q3	$241K	Sell	5,383 -46	-0.8%	-$2.09K	0.13%	109
2021 Q2	$245K	Sell	5,429 -1,951	-26%	-$86.9K	0.13%	111
2021 Q1	$271K	Buy	7,380 +588	+9%	+$25.6K	0.27%	72
2020 Q4	$293K	Sell	6,792 -666	-9%	-$28K	0.18%	91
2020 Q3	$306K	Sell	7,458 -144	-2%	-$5.9K	0.22%	83
2020 Q2	$303K	Buy	7,602 +222	+3%	+$8.57K	0.24%	84
2020 Q1	$271K	Sell	7,380 -530	-7%	-$20.8K	0.27%	73
2019 Q4	$317K	Buy	7,910 +11	+0.1%	+$436	0.26%	75
2019 Q3	$310K	Sell	7,899 -1,280	-14%	-$49.9K	0.28%	72
2019 Q2	$358K	Sell	9,179 -486	-5%	-$18.6K	0.33%	67
2019 Q1	$368K	Sell	9,665 -22	-0.2%	-$816	0.36%	63
2018 Q4	$346K	Buy	9,687 +574	+6%	+$20.9K	0.37%	61
2018 Q3	$345K	Buy	9,113 +154	+2%	+$5.81K	0.32%	64
2018 Q2	$336K	Buy	8,959 +882	+11%	+$33.2K	0.3%	67
2018 Q1	$305K	Buy	8,077 +1,287	+19%	+$49K	0.27%	71
2017 Q4	$258K	Buy	+6,790	New	+$260K	0.24%	80