Bartlett & Co Wealth Management’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
2019
Q1
Sell
-2
Closed -$66 737
2018
Q4
$66 Hold
2
﹤0.01% 686
2018
Q3
$68 Hold
2
﹤0.01% 698
2018
Q2
$68 Buy
+2
New +$68 ﹤0.01% 701