SOA Wealth Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-270
| Closed | -$10.4K | – | 873 |
|
|
2024
Q3 | $10.4K | Hold |
270
| – | – | ﹤0.01% | 537 |
|
|
2024
Q2 | $9.97K | Hold |
270
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $9.94K | Hold |
270
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $9.76K | Hold |
270
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $9.17K | Hold |
270
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $9.52K | Hold |
270
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $9.44K | Hold |
270
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $9.08K | Hold |
270
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $8K | Hold |
270
| – | – | ﹤0.01% | 529 |
|
|
2022
Q2 | $9K | Hold |
270
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $10K | Hold |
270
| – | – | ﹤0.01% | 581 |
|
|
2021
Q4 | $10K | Hold |
270
| – | – | ﹤0.01% | 562 |
|
|
2021
Q3 | $10K | Hold |
270
| – | – | ﹤0.01% | 579 |
|
|
2021
Q2 | $10K | Hold |
270
| – | – | ﹤0.01% | 569 |
|
|
2021
Q1 | $10K | Hold |
270
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $10K | Buy |
+270
| New | +$10K | ﹤0.01% | 508 |
|