Peak Asset 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
2021 Q1	–	Sell	-6,489	Closed	-$280K	–	150
2020 Q4	$280K	Buy	+6,489	New	+$280K	0.07%	120
2020 Q3	–	Sell	-5,575	Closed	-$222K	–	138
2020 Q2	$222K	Sell	5,575 -60	-1%	-$2.39K	0.07%	113
2020 Q1	$207K	Buy	+5,635	New	+$207K	0.08%	103