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Richard P. Slaughter Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,578
Closed -$541K 125
2023
Q1
$541K Sell
13,578
-5,143
-27% -$205K 0.18% 99
2022
Q4
$712K Sell
18,721
-4,039
-18% -$154K 0.22% 96
2022
Q3
$833K Buy
+22,760
New +$833K 0.35% 88