Constellation Wealth 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
2015
Q3
$288K Hold
2015
Q2
$297K Hold
2015
Q1
$302K Hold
2014
Q4
$298K Hold
2014
Q3
$297K Buy