Acorn Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$247K Sell
2022
Q1
$289K Buy
2021
Q4
$307K Buy
2021
Q3
$302K Buy
2021
Q2
$244K Buy
2021
Q1
$210K Buy
2018
Q3
Sell
2018
Q2
$61K Hold
2018
Q1
$61K Sell
2017
Q4
$66K Buy