Compass Ion 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
2022
Q4
Sell
2022
Q3
$253K Buy
2022
Q2
$267K Sell
2022
Q1
$354K Sell
2021
Q4
$1.41M Buy
2021
Q3
$600K Buy
2021
Q1
Sell
2020
Q4
$258K Sell
2020
Q3
$259K Buy