WDL
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Well Done LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Well Done LLC’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-25,630
Closed -$968K – 155
2018
Q1 		$968K Hold
25,630
– – 0.3% 47
2017
Q4 		$975K Buy
25,630
+329
+1% +$12.6K 0.32% 46
2017
Q3 		$961K Hold
25,301
– – 0.29% 54
2017
Q2 		$943K Hold
25,301
– – 0.33% 44
2017
Q1 		$920K Sell
25,301
-13,795
-35% -$495K 0.33% 42
2016
Q4 		$1.38M Sell
39,096
-20,650
-35% -$730K 0.52% 35
2016
Q3 		$9.36K Buy
59,746
+406
+0.7% +$14.5K 3.37% 9
2016
Q2 		$2.1M Buy
+59,340
New +$2.07M 0.76% 26

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