Tempus Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Sell |
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|
2025
Q2 | $282K | Sell |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $285K | Buy |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $848K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $926K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $466K | Buy |
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