JDM Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,499
| Closed | -$425K | – | 407 |
|
|
2024
Q2 | $425K | Buy |
11,499
+2,434
| +27% | +$89.9K | 0.29% | 29 |
|
|
2024
Q1 | $334K | Buy |
9,065
+1,555
| +21% | +$57.3K | 0.24% | 33 |
|
|
2023
Q4 | $271K | Buy |
7,510
+1,312
| +21% | +$47.4K | 0.23% | 31 |
|
|
2023
Q3 | $210K | Buy |
6,198
+138
| +2% | +$4.69K | 0.19% | 35 |
|
|
2023
Q2 | $214K | Buy |
6,060
+1,679
| +38% | +$59.2K | 0.19% | 37 |
|
|
2023
Q1 | $153K | Buy |
4,381
+161
| +4% | +$5.63K | 0.14% | 42 |
|
|
2022
Q4 | $142K | Buy |
+4,220
| New | +$142K | 0.14% | 41 |
|