Leo H. Evart Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,545
| Closed | -$287K | – | 34 |
|
|
2022
Q4 | $287K | Sell |
8,545
-85
| -1% | -$2.86K | 0.43% | 28 |
|
|
2022
Q3 | $282K | Buy |
8,630
+49
| +0.6% | +$1.6K | 0.43% | 30 |
|
|
2022
Q2 | $297K | Buy |
8,581
+32
| +0.4% | +$1.11K | 0.36% | 32 |
|
|
2022
Q1 | $322K | Buy |
8,549
+16
| +0.2% | +$603 | 0.33% | 34 |
|
|
2021
Q4 | $341K | Buy |
+8,533
| New | +$341K | 0.33% | 31 |
|