Advocacy Wealth Management Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,695
Closed -$326K 37
2022
Q4
$326K Buy
+9,695
New +$326K 0.04% 37