Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.1K | Hold |
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|
2025
Q2 | $23.5K | Hold |
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|
2025
Q1 | $22.6K | Sell |
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|
2024
Q4 | $22.4K | Sell |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $139K | Sell |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | $138K | Buy |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $151K | Sell |
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|
2022
Q3 | $147K | Sell |
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|
2022
Q2 | $172K | Sell |
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|
2022
Q1 | $193K | Sell |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $402K | Buy |
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