Winch Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Winch Advisory Services’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell
2021 Q4	$8K	Sell
2021 Q3	$17K	Sell
2021 Q2	$42K	Sell
2021 Q1	$50K	Buy
2020 Q4	$5K	Hold
2020 Q3	$5K	Buy
2015 Q3	–	Sell
2015 Q2	$1.41M	Buy