Napa Wealth Management’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
2024 Q1	–	Sell	-6,106	Closed	-$221K	–	76
2023 Q4	$221K	Buy	+6,106	New	+$221K	0.12%	105