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Tiedemann Advisors’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$825K Hold
24,299
0.04% 134
2023
Q2
$856K Sell
24,299
-1,375
-5% -$48.5K 0.04% 125
2023
Q1
$898K Hold
25,674
0.04% 119
2022
Q4
$863K Buy
+25,674
New +$863K 0.04% 126