Personal Wealth Partners’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 Q3	–	Sell	-157	Closed	-$7K	–	96
2021 Q2	$7K	Buy	+157	New	+$7K	﹤0.01%	296
2020 Q1	–	Sell	-1,177	Closed	-$47K	–	93
2019 Q4	$47K	Sell	1,177 -947	-45%	-$37.8K	0.02%	146
2019 Q3	$83K	Buy	+2,124	New	+$83K	0.04%	112