Horizons Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94K | Hold |
152
| – | – | ﹤0.01% | 151 |
|
|
2025
Q1 | $5.72K | Hold |
152
| – | – | ﹤0.01% | 151 |
|
|
2024
Q4 | $5.67K | Buy |
152
+4
| +3% | +$149 | ﹤0.01% | 142 |
|
|
2024
Q3 | $5.72K | Hold |
148
| – | – | ﹤0.01% | 145 |
|
|
2024
Q2 | $5.51K | Hold |
148
| – | – | ﹤0.01% | 146 |
|
|
2024
Q1 | $5.35K | Hold |
148
| – | – | ﹤0.01% | 151 |
|
|
2023
Q4 | $5.35K | Hold |
148
| – | – | ﹤0.01% | 151 |
|
|
2023
Q3 | $5.03K | Buy |
148
+13
| +10% | +$441 | ﹤0.01% | 149 |
|
|
2023
Q2 | $4.76K | Hold |
135
| – | – | ﹤0.01% | 172 |
|
|
2023
Q1 | $4.72K | Hold |
135
| – | – | ﹤0.01% | 141 |
|
|
2022
Q4 | $5K | Sell |
135
-424
| -76% | -$15.7K | ﹤0.01% | 135 |
|
|
2022
Q3 | $18K | Hold |
559
| – | – | 0.02% | 106 |
|
|
2022
Q2 | $20K | Buy |
+559
| New | +$20K | 0.02% | 108 |
|