Texas Capital Bank Wealth Management Services’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
2021 Q1	–	Sell	-25,174	Closed	-$1.09M	–	130
2020 Q4	$1.09M	Hold	25,174	–	–	0.16%	69
2020 Q3	$1.03M	Sell	25,174 -7,276	-22%	-$299K	0.17%	78
2020 Q2	$1.29M	Hold	32,450	–	–	0.29%	55
2020 Q1	$1.19M	Hold	32,450	–	–	0.34%	54
2019 Q4	$1.3M	Buy	+32,450	New	+$1.3M	0.29%	64