Mascoma Wealth Management’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
Q3 | $7.35K | Hold |
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|
2025
Q2 | $7.15K | Hold |
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|
2025
Q1 | $6.89K | Sell |
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|
2024
Q4 | $7.2K | Hold |
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|
2024
Q3 | $7.46K | Sell |
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|
2024
Q2 | $13.6K | Hold |
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|
2024
Q1 | $13.6K | Sell |
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|
2023
Q4 | $23.2K | Sell |
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|
2023
Q3 | $29.5K | Buy |
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|
2023
Q2 | $22.6K | Sell |
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|
2023
Q1 | $89.7K | Buy |
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|
2022
Q4 | $85.5K | Hold |
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|
2022
Q3 | $83K | Buy |
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|
2022
Q2 | $82K | Buy |
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|
2022
Q1 | $75K | Hold |
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|
2021
Q4 | $80K | Buy |
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