CX Institutional’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 | $22K | Buy |
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|
2025
Q2 | $20K | Buy |
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|
2025
Q1 | $18K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $61K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $100K | Sell |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $116K | Buy |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $49K | Sell |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $24K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $9K | Buy |
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|
2018
Q2 | $9K | Buy |
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