St. James Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$15K Sell
2022
Q2
$37K Hold
2022
Q1
$40K Sell
2021
Q4
$43K Buy