Aveo Capital Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $597K | Sell |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $571K | Hold |
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|
2023
Q4 | $569K | Sell |
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|
2023
Q3 | $783K | Sell |
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|
2023
Q2 | $817K | Sell |
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|
2023
Q1 | $823K | Buy |
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|
2022
Q4 | $685K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $711K | Hold |
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|
2022
Q1 | $775K | Sell |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $803K | Sell |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.08M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $412K | Buy |
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|
2019
Q4 | $403K | Buy |
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|
2019
Q3 | $396K | Sell |
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|
2019
Q2 | $394K | Buy |
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|
2019
Q1 | $304K | Buy |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $253K | Buy |
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|
2018
Q2 | $244K | Sell |
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|
2018
Q1 | $264K | Buy |
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|
2017
Q4 | $262K | Buy |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $250K | Buy |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $264K | Buy |
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