High Net Worth Advisory Group’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$33.6K | – | 214 |
|
|
2022
Q4 | $33.6K | Hold |
1,000
| – | – | 0.01% | 380 |
|
|
2022
Q3 | $33K | Hold |
1,000
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $35K | Hold |
1,000
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $38K | Hold |
1,000
| – | – | 0.01% | 375 |
|
|
2021
Q4 | $40K | Buy |
+1,000
| New | +$40K | 0.01% | 372 |
|