WealthShield Partners’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
2023 Q4	–	Sell	-472	Closed	-$18.4K	–	479
2023 Q3	$18.4K	Hold	472	–	–	﹤0.01%	419
2023 Q2	$19.1K	Hold	472	–	–	﹤0.01%	421
2023 Q1	$18.8K	Buy	+472	New	+$18.5K	﹤0.01%	417
2020 Q4	–	Sell	-1,417	Closed	-$58K	–	302
2020 Q3	$58K	Hold	1,417	–	–	0.02%	298
2020 Q2	$56K	Sell	1,417 -200	-12%	-$7.72K	0.03%	246
2020 Q1	$59K	Hold	1,617	–	–	0.04%	186
2019 Q4	$65K	Hold	1,617	–	–	0.03%	205
2019 Q3	$64K	Hold	1,617	–	–	0.03%	193
2019 Q2	$63K	Hold	1,617	–	–	0.04%	173
2019 Q1	$62K	Hold	1,617	–	–	0.03%	183
2018 Q4	$58K	Hold	1,617	–	–	0.04%	157
2018 Q3	$61K	Buy	1,617 +54	+3%	+$2.04K	0.03%	161
2018 Q2	$59K	Hold	1,563	–	–	0.04%	154
2018 Q1	$59K	Buy	+1,563	New	+$59.5K	0.04%	148