NFP Retirement Inc’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 Q1	–	Sell	-5,029	Closed	-$209K	–	281
2023 Q4	$209K	Sell	5,029 -1,441	-22%	-$59.8K	0.04%	227
2023 Q3	$252K	Buy	+6,470	New	+$252K	0.05%	199