Cornerstone Wealth Management’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
Q3 | $206K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $362K | Hold |
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|
2021
Q2 | $365K | Hold |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $246K | Hold |
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|
2020
Q2 | $241K | Hold |
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|
2020
Q1 | $223K | Hold |
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|
2019
Q4 | $239K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.31M | Buy |
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|
2018
Q2 | $1.31M | Buy |
|