Belpointe Asset Management’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 | $285K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $549K | Buy |
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $338K | Buy |
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|
2020
Q3 | $125K | Buy |
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|
2020
Q2 | $113K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $130K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $189K | Buy |
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