Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $13.6M | Sell |
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|
2022
Q3 | $13.9M | Sell |
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|
2022
Q2 | $15M | Sell |
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|
2022
Q1 | $16.4M | Sell |
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|
2021
Q4 | $17.7M | Sell |
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|
2021
Q3 | $18.1M | Buy |
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|
2021
Q2 | $15.1M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $8.1M | Sell |
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|
2020
Q3 | $9M | Buy |
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|
2020
Q2 | $8.34M | Buy |
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|
2020
Q1 | $7.39M | Buy |
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|
2019
Q4 | $7.45M | Sell |
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|
2019
Q3 | $7.46M | Buy |
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|
2019
Q2 | $5.85M | Buy |
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|
2019
Q1 | $5.08M | Sell |
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|
2018
Q4 | $4.99M | Sell |
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|
2018
Q3 | $5.58M | Buy |
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|
2018
Q2 | $5.44M | Sell |
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|
2018
Q1 | $5.87M | Buy |
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|
2017
Q4 | $4.75M | Buy |
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|
2017
Q3 | $4.24M | Buy |
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|
2017
Q2 | $3.6M | Sell |
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|
2017
Q1 | $3.83M | Sell |
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|
2016
Q4 | $4.01M | Buy |
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|
2016
Q3 | $153 | Buy |
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|
2016
Q2 | $92K | Sell |
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|
2016
Q1 | $1.19M | Buy |
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