Efficient Advisors’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
Q1 | – | Sell |
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|
2021
Q4 | $790K | Buy |
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|
2021
Q3 | $741K | Buy |
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|
2021
Q2 | $734K | Sell |
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|
2021
Q1 | $792K | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $938K | Buy |
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|
2020
Q2 | $827K | Sell |
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|
2020
Q1 | $833K | Buy |
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|
2019
Q4 | $804K | Buy |
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|
2019
Q3 | $787K | Buy |
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|
2019
Q2 | $776K | Sell |
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|
2019
Q1 | $830K | Sell |
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|
2018
Q4 | $797K | Buy |
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|
2018
Q3 | $664K | Sell |
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|
2018
Q2 | $665K | Buy |
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|
2018
Q1 | $668K | Sell |
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|
2017
Q4 | $716K | Buy |
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|
2017
Q3 | $657K | Buy |
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|
2017
Q2 | $519K | Buy |
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|
2017
Q1 | $484K | Buy |
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|
2016
Q4 | $404K | Buy |
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|
2016
Q3 | $409K | Buy |
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|
2016
Q2 | $380K | Sell |
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|
2016
Q1 | $388K | Sell |
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|
2015
Q4 | $402K | Buy |
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|
2015
Q3 | $383K | Sell |
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|
2015
Q2 | $433K | Sell |
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|
2015
Q1 | $472K | Buy |
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|
2014
Q4 | $420K | Buy |
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|
2014
Q3 | $392K | Buy |
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|
2014
Q2 | $392K | Buy |
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|
2014
Q1 | $351K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $343K | Buy |
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|
2013
Q2 | $330K | Buy |
|