Perigon 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
2021
Q1
Sell
-770
Closed -$30K 505
2020
Q4
$30K Buy
+770
New +$30K ﹤0.01% 889