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

TCI Wealth Advisors’s Portfolio AOM Stock Details AOM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,126
Closed -$125K – 318
2023
Q1 		$125K Buy
+3,126
New +$125K 0.02% 243
2021
Q3 		– Sell
-361
Closed -$16K – 2354
2021
Q2 		$16K Buy
+361
New +$16K ﹤0.01% 660