Wilbanks Smith & Thomas Asset Management’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
2022
Q4
Sell
-14,500
Closed -$531K 497
2022
Q3
$531K Hold
14,500
0.02% 279
2022
Q2
$565K Hold
14,500
0.02% 278
2022
Q1
$590K Hold
14,500
0.02% 282
2021
Q4
$659K Hold
14,500
0.02% 291
2021
Q3
$649K Buy
+14,500
New +$649K 0.03% 271