Constellation 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
2015
Q3
$288K Hold
9,146
0.03% 73
2015
Q2
$297K Hold
9,146
0.03% 160
2015
Q1
$302K Hold
9,146
0.03% 162
2014
Q4
$298K Hold
9,146
0.02% 158
2014
Q3
$297K Buy
+9,146
New +$297K 0.03% 169