Tarbox Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,631
| Closed | -$54K | – | 581 |
|
|
2017
Q1 | $54K | Hold |
1,631
| – | – | 0.03% | 136 |
|
|
2016
Q4 | $53K | Hold |
1,631
| – | – | 0.03% | 111 |
|
|
2016
Q3 | $54K | Hold |
1,631
| – | – | 0.03% | 103 |
|
|
2016
Q2 | $54K | Hold |
1,631
| – | – | 0.04% | 99 |
|
|
2016
Q1 | $53K | Buy |
+1,631
| New | +$53K | 0.04% | 104 |
|