Lloyd Advisory Services’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$144 Buy
2022
Q2
Sell
2022
Q1
$0 Hold
2021
Q4
$0 Sell
2021
Q3
$1K Buy
2021
Q2
$0 Sell
2021
Q1
$18K Buy
2020
Q4
$18K Buy
2020
Q3
$17K Sell
2020
Q2
$39K Sell
2020
Q1
$45K Sell
2019
Q4
$60K Buy