Mutual Advisors’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 | $203K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $243K | Sell |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $345K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $235K | Buy |
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