Perigon 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
2021
Q1
Sell
-1,721
Closed -$74K 506
2020
Q4
$74K Buy
+1,721
New +$74K 0.01% 617