SFS
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Sowell Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,321
Closed -$104K – 623
2021
Q1 		$104K Buy
2,321
+172
+8% +$7.49K ﹤0.01% 1345
2020
Q4 		$93K Buy
2,149
+7
+0.3% +$295 ﹤0.01% 1178
2020
Q3 		$88K Buy
2,142
+5
+0.2% +$205 ﹤0.01% 1014
2020
Q2 		$85K Buy
2,137
+22
+1% +$849 ﹤0.01% 1012
2020
Q1 		$78K Sell
2,115
-161
-7% -$6.3K 0.01% 919
2019
Q4 		$91K Buy
2,276
+382
+20% +$15.1K 0.01% 948
2019
Q3 		$74K Buy
+1,894
New +$73.8K 0.01% 900

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