First Ascent Asset Management’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
2023
Q4
$311K Buy
2023
Q3
$246K Sell
2023
Q2
$258K Buy
2023
Q1
Sell
2022
Q4
$250K Sell
2022
Q3
$275K Sell
2022
Q2
$309K Buy
2021
Q4
Sell
2021
Q3
$715K Buy