First Personal Financial Services’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 | $520K | Buy |
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|
2024
Q2 | $479K | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $464K | Buy |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $430K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $409K | Buy |
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|
2020
Q3 | $370K | Buy |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | $249K | Buy |
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|
2019
Q4 | $178K | Buy |
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|
2019
Q3 | $128K | Buy |
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|
2019
Q2 | $36K | Buy |
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