Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,212
| Closed | -$40K | – | 1048 |
|
|
2015
Q1 | $40K | Hold |
1,212
| – | – | 0.01% | 306 |
|
|
2014
Q4 | $40K | Hold |
1,212
| – | – | 0.01% | 301 |
|
|
2014
Q3 | $39K | Buy |
+1,212
| New | +$39K | 0.01% | 309 |
|
|
2014
Q2 | – | Sell |
-1,212
| Closed | -$39K | – | 824 |
|
|
2014
Q1 | $39K | Buy |
+1,212
| New | +$39K | 0.01% | 360 |
|