Planning Solutions Group’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
2019 Q2	$6.56M	Sell	168,077 -8,168	-5%	-$319K	3.38%	7
2019 Q1	$6.71M	Sell	176,245 -9,586	-5%	-$365K	3.59%	6
2018 Q4	$6.63M	Buy	+185,831	New	+$6.63M	4.03%	5