Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-92
| Closed | -$3.09K | – | 207 |
|
|
2022
Q4 | $3.09K | Buy |
92
+67
| +268% | +$2.25K | ﹤0.01% | 599 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $1K | Sell |
25
-2
| -7% | -$80 | ﹤0.01% | 579 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 509 |
|
|
2021
Q4 | $1K | Sell |
27
-6
| -18% | -$222 | ﹤0.01% | 528 |
|
|
2021
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 501 |
|
|
2021
Q2 | – | Sell |
-34
| Closed | -$1K | – | 201 |
|
|
2021
Q1 | $1K | Sell |
34
-16
| -32% | -$471 | ﹤0.01% | 536 |
|
|
2020
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 478 |
|