LifePlan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11K | Hold |
283
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $10K | Buy |
283
+244
| +626% | +$8.62K | ﹤0.01% | 404 |
|
|
2020
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 515 |
|
|
2019
Q4 | $1K | Hold |
39
| – | – | ﹤0.01% | 521 |
|
|
2019
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 515 |
|
|
2019
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 516 |
|
|
2018
Q2 | – | Sell |
-433
| Closed | -$15K | – | 519 |
|
|
2018
Q1 | $15K | Buy |
+433
| New | +$15K | 0.01% | 336 |
|