Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $38K | Buy |
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|
2021
Q2 | $38K | Buy |
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|
2021
Q1 | $37K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $33K | Sell |
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|
2016
Q4 | $64K | Buy |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $31K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $13K | Sell |
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|
2014
Q3 | $44K | Buy |
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