Verus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
7,195
-523
| -7% | -$20.4K | 0.02% | 339 |
|
|
2025
Q1 | $290K | Hold |
7,718
| – | – | 0.03% | 316 |
|
|
2024
Q4 | $288K | Hold |
7,718
| – | – | 0.03% | 319 |
|
|
2024
Q3 | $298K | Hold |
7,718
| – | – | 0.03% | 293 |
|
|
2024
Q2 | $285K | Buy |
7,718
+1,000
| +15% | +$36.9K | 0.03% | 289 |
|
|
2024
Q1 | $247K | Buy |
+6,718
| New | +$247K | 0.03% | 294 |
|
|
2020
Q1 | $54K | Hold |
1,600
| – | – | 0.02% | 467 |
|
|
2019
Q4 | $58K | Buy |
+1,600
| New | +$58K | 0.02% | 552 |
|