Professional Financial 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
2023 Q2	–	Sell	-8,283	Closed	-$312K	–	77
2023 Q1	$312K	Buy	+8,283	New	+$286K	0.18%	53
2022 Q4	–	Sell	-5,127	Closed	-$167K	–	95
2022 Q3	$167K	Sell	5,127 -2,674	-34%	-$92.7K	0.1%	76
2022 Q2	$270K	Sell	7,801 -482	-6%	-$17.2K	0.15%	75
2022 Q1	$312K	Sell	8,283 -2,381	-22%	-$91.3K	0.13%	68
2021 Q4	$427K	Sell	10,664 -36	-0.3%	-$1.44K	0.18%	70
2021 Q3	$423K	Buy	10,700 +844	+9%	+$33.8K	0.24%	56
2021 Q2	$392K	Buy	9,856 +178	+2%	+$7.01K	0.22%	56
2021 Q1	$374K	Buy	9,678 +1,365	+16%	+$52.9K	0.23%	68
2020 Q4	$322K	Sell	8,313 -210	-2%	-$7.97K	0.25%	74
2020 Q3	$314K	Sell	8,523 -308	-3%	-$11.5K	0.29%	62
2020 Q2	$322K	Sell	8,831 -184	-2%	-$6.51K	0.42%	47
2020 Q1	$318K	Buy	+9,015	New	+$321K	0.57%	42