Financial Advisors’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
-7,108
Closed -$239K 81
2022
Q4
$239K Sell
7,108
-127,905
-95% -$4.3M 0.07% 64
2022
Q3
$4.37M Buy
+135,013
New +$4.37M 1.52% 9