MSI Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $706K | Sell |
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|
2016
Q3 | $759K | Buy |
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|
2016
Q2 | $714K | Buy |
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|
2016
Q1 | $490K | Sell |
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|
2015
Q4 | $511K | Buy |
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|
2015
Q3 | $204K | Buy |
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|
2015
Q2 | $208K | Sell |
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|
2015
Q1 | $228K | Buy |
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|
2014
Q4 | $151K | Sell |
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|
2014
Q3 | $253K | Buy |
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|
2014
Q2 | $131K | Buy |
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|
2014
Q1 | $112K | Hold |
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|
2013
Q4 | $110K | Buy |
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|
2013
Q3 | $49K | Sell |
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|
2013
Q2 | $54K | Buy |
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