Syverson Strege & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,048
| Closed | -$71.6K | – | 91 |
|
|
2023
Q1 | $71.6K | Buy |
2,048
+26
| +1% | +$909 | 0.03% | 106 |
|
|
2022
Q4 | $68K | Buy |
2,022
+34
| +2% | +$1.14K | 0.03% | 113 |
|
|
2022
Q3 | $65K | Buy |
1,988
+82
| +4% | +$2.68K | 0.03% | 108 |
|
|
2022
Q2 | $66K | Sell |
1,906
-84
| -4% | -$2.91K | 0.02% | 114 |
|
|
2022
Q1 | $75K | Sell |
1,990
-116
| -6% | -$4.37K | 0.08% | 104 |
|
|
2021
Q4 | $84K | Sell |
2,106
-510
| -19% | -$20.3K | 0.06% | 104 |
|
|
2021
Q3 | $103K | Sell |
2,616
-512
| -16% | -$20.2K | 0.08% | 97 |
|
|
2021
Q2 | $125K | Buy |
3,128
+358
| +13% | +$14.3K | 0.11% | 83 |
|
|
2021
Q1 | $107K | Sell |
2,770
-944
| -25% | -$36.5K | 0.11% | 86 |
|
|
2020
Q4 | $144K | Buy |
+3,714
| New | +$144K | 0.14% | 67 |
|