Cornerstone Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Buy |
1,175
+45
| +4% | +$1.76K | 0.01% | 253 |
|
|
2025
Q1 | $41.9K | Sell |
1,130
-126
| -10% | -$4.67K | 0.01% | 265 |
|
|
2024
Q4 | $47.4K | Buy |
1,256
+49
| +4% | +$1.85K | 0.01% | 192 |
|
|
2024
Q3 | $45.8K | Buy |
1,207
+33
| +3% | +$1.25K | 0.01% | 200 |
|
|
2024
Q2 | $43.5K | Buy |
1,174
+39
| +3% | +$1.45K | 0.01% | 216 |
|
|
2024
Q1 | $41.1K | Buy |
1,135
+206
| +22% | +$7.46K | 0.01% | 194 |
|
|
2023
Q4 | $33.6K | Sell |
929
-48
| -5% | -$1.74K | 0.01% | 238 |
|
|
2023
Q3 | $33.2K | Buy |
977
+666
| +214% | +$22.6K | 0.01% | 237 |
|
|
2023
Q2 | $10.9K | Buy |
+311
| New | +$10.9K | ﹤0.01% | 613 |
|
|
2022
Q4 | $9.71K | Buy |
+278
| New | +$9.71K | ﹤0.01% | 660 |
|