SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-900
| Closed | -$31K | – | 668 |
|
|
2022
Q2 | $31K | Buy |
+900
| New | +$31K | ﹤0.01% | 1309 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$4K | – | 586 |
|
|
2019
Q1 | $4K | Hold |
104
| – | – | ﹤0.01% | 1753 |
|
|
2018
Q4 | $3K | Hold |
104
| – | – | ﹤0.01% | 1803 |
|
|
2018
Q3 | $4K | Hold |
104
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q2 | $4K | Hold |
104
| – | – | ﹤0.01% | 1850 |
|
|
2018
Q1 | $4K | Hold |
104
| – | – | ﹤0.01% | 1825 |
|
|
2017
Q4 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 1842 |
|