Money Concepts Capital’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 |
-2,258
| Closed | -$75.9K | – | 574 |
|
|
2022
Q4 | $75.9K | Buy |
2,258
+618
| +38% | +$20.8K | ﹤0.01% | 1082 |
|
|
2022
Q3 | $53K | Sell |
1,640
-851
| -34% | -$27.5K | ﹤0.01% | 702 |
|
|
2022
Q2 | $87K | Sell |
2,491
-821
| -25% | -$28.7K | 0.01% | 594 |
|
|
2022
Q1 | $125K | Buy |
3,312
+821
| +33% | +$31K | 0.01% | 913 |
|
|
2021
Q4 | $100K | Buy |
+2,491
| New | +$100K | 0.01% | 550 |
|
|
2021
Q1 | $96K | Buy |
2,491
+851
| +52% | +$32.8K | 0.01% | 522 |
|
|
2020
Q4 | $64K | Buy |
+1,640
| New | +$64K | 0.01% | 496 |
|