CHA
Cooper/Haims Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,201
| Closed | -$318K | – | 69 |
|
|
2022
Q2 | $318K | Hold |
9,201
| – | – | 0.21% | 47 |
|
|
2022
Q1 | $347K | Sell |
9,201
-15,188
| -62% | -$573K | 0.23% | 52 |
|
|
2021
Q4 | $976K | Hold |
24,389
| – | – | 0.6% | 24 |
|
|
2021
Q3 | $963K | Buy |
+24,389
| New | +$963K | 0.58% | 26 |
|