SlateStone Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SlateStone Wealth’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell
2020 Q3	$480K	Sell
2020 Q2	$1.65M	Sell
2020 Q1	$8.17M	Sell
2019 Q4	$10.5M	Sell
2019 Q3	$10.9M	Sell
2019 Q2	$11.1M	Buy
2019 Q1	$10.6M	Sell
2018 Q4	$10.1M	Buy