Watermark Asset Management’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
2018
Q4
$58K Buy
2018
Q3
$57K Sell
2018
Q2
$58K Buy
2018
Q1
$58K Buy
2017
Q4
$58K Buy
2017
Q3
$29K Hold
2017
Q2
$28K Hold
2017
Q1
$28K Buy