Wealth Advisory Solutions’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
Q3
$464K Sell
10,370
-587
-5% -$26.3K 0.1% 111
2021
Q2
$494K Hold
10,957
0.12% 106
2021
Q1
$0 Sell
10,957
-1,215
-10% ﹤0.01% 137
2020
Q4
$525K Buy
+12,172
New +$525K 0.14% 91