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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$505K Sell
11,457
-773
-6% -$34K 0.31% 75
2024
Q3
$543K Sell
12,230
-859
-7% -$38.1K 0.37% 63
2024
Q2
$563K Buy
+13,089
New +$563K 0.48% 46