Curran Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.21M | Sell |
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|
2025
Q2 | $9.85M | Sell |
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|
2025
Q1 | $15.3M | Buy |
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|
2024
Q4 | $9.32M | Buy |
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|
2024
Q3 | $6.98M | Buy |
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|
2024
Q2 | $6.2M | Buy |
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|
2024
Q1 | $6.03M | Buy |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $8.8M | Buy |
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|
2023
Q2 | $5.16M | Sell |
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|
2023
Q1 | $7.35M | Sell |
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|
2022
Q4 | $7.85M | Sell |
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|
2022
Q3 | $14.7M | Sell |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $16.3M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $6.32M | Buy |
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