Triad Wealth Partners’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
2024 Q3	–	Sell	-1,280	Closed	-$47.3K	–	89
2024 Q2	$47.3K	Buy	+1,280	New	+$47.3K	0.02%	238