FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $229K | Sell |
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2024
Q2 | $226K | Sell |
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2024
Q1 | $229K | Buy |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $92.6K | Buy |
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|
2023
Q2 | $2.99K | Hold |
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|
2023
Q1 | $2.99K | Hold |
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|
2022
Q4 | $2.99K | Hold |
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|
2022
Q3 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $774K | Sell |
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|
2019
Q3 | $770K | Sell |
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|
2019
Q2 | $771K | Sell |
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|
2019
Q1 | $756K | Buy |
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