Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 307 |
|
|
2022
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 313 |
|
|
2021
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 322 |
|
|
2021
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 308 |
|
|
2021
Q2 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 320 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 291 |
|
|
2019
Q4 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 546 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 591 |
|
|
2019
Q1 | $1K | Sell |
40
-98
| -71% | -$2.45K | ﹤0.01% | 591 |
|
|
2018
Q4 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 547 |
|