Syntal Capital Partners’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
2023
Q4
Sell
-9,562
Closed -$372K 21
2023
Q3
$372K Sell
9,562
-3,172
-25% -$123K 0.29% 85
2023
Q2
$515K Buy
12,734
+226
+2% +$9.13K 0.21% 84
2023
Q1
$499K Buy
+12,508
New +$499K 0.18% 90