Clearview Wealth Advisors’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
Q3 | – | Sell |
-2,887
| Closed | -$102K | – | 144 |
|
|
2023
Q2 | $102K | Sell |
2,887
-70
| -2% | -$2.47K | 0.1% | 139 |
|
|
2023
Q1 | $103K | Sell |
2,957
-942
| -24% | -$32.9K | 0.1% | 144 |
|
|
2022
Q4 | $131K | Sell |
3,899
-2,411
| -38% | -$81K | 0.1% | 100 |
|
|
2022
Q3 | $206K | Sell |
6,310
-130
| -2% | -$4.24K | 0.16% | 83 |
|
|
2022
Q2 | $223K | Sell |
6,440
-2,954
| -31% | -$102K | 0.17% | 81 |
|
|
2022
Q1 | $354K | Sell |
9,394
-19,077
| -67% | -$719K | 0.23% | 71 |
|
|
2021
Q4 | $1.14M | Sell |
28,471
-3,094
| -10% | -$124K | 0.69% | 33 |
|
|
2021
Q3 | $1.25M | Buy |
31,565
+4,726
| +18% | +$187K | 0.79% | 30 |
|
|
2021
Q2 | $1.07M | Buy |
26,839
+3,640
| +16% | +$145K | 0.66% | 36 |
|
|
2021
Q1 | $897K | Buy |
23,199
+7,877
| +51% | +$305K | 0.58% | 42 |
|
|
2020
Q4 | $594K | Buy |
+15,322
| New | +$594K | 0.4% | 55 |
|