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Legacy Financial Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-19,886
Closed -$651K 1057
2018
Q4
$651K Buy
+19,886
New +$651K 0.25% 42
2018
Q1
Sell
-5,558
Closed -$192K 812
2017
Q4
$192K Buy
+5,558
New +$192K 0.08% 116