EPG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-874
| Closed | -$32.9K | – | 318 |
|
|
2025
Q1 | $32.9K | Buy |
874
+3
| +0.3% | +$113 | 0.01% | 309 |
|
|
2024
Q4 | $32.5K | Buy |
871
+13
| +2% | +$485 | 0.01% | 321 |
|
|
2024
Q3 | $33.2K | Buy |
+858
| New | +$33.2K | 0.01% | 322 |
|
|
2024
Q2 | – | Sell |
-846
| Closed | -$31.2K | – | 343 |
|
|
2024
Q1 | $31.2K | Buy |
+846
| New | +$31.2K | 0.01% | 337 |
|