Stonehearth Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $224K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $563K | Buy |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $373K | Sell |
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|
2018
Q3 | $482K | Buy |
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|
2018
Q2 | $450K | Sell |
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|
2018
Q1 | $821K | Sell |
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|
2017
Q4 | $862K | Sell |
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|
2017
Q3 | $916K | Sell |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.06M | Buy |
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|
2016
Q4 | $991K | Sell |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $1.05M | Buy |
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|
2016
Q1 | $917K | Sell |
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|
2015
Q4 | $910K | Sell |
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|
2015
Q3 | $1.01M | Buy |
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|
2015
Q2 | $1.01M | Sell |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $1M | Buy |
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