Well Done LLC’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
Q2 | $264K | Hold |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $266K | Hold |
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|
2024
Q2 | $254K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $291K | Sell |
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|
2021
Q3 | $657K | Hold |
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|
2021
Q2 | $662K | Hold |
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|
2021
Q1 | $643K | Hold |
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|
2020
Q4 | $645K | Hold |
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|
2020
Q3 | $619K | Sell |
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|
2020
Q2 | $617K | Buy |
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|
2020
Q1 | $571K | Buy |
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|
2019
Q4 | $612K | Buy |
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|
2019
Q3 | $601K | Buy |
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|
2019
Q2 | $596K | Buy |
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|
2019
Q1 | $580K | Sell |
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|
2018
Q4 | $677K | Buy |
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|
2018
Q3 | $707K | Sell |
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|
2018
Q2 | $730K | Sell |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $952K | Hold |
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|
2017
Q2 | $938K | Buy |
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|
2017
Q1 | $602K | Hold |
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|
2016
Q4 | $587K | Sell |
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|
2016
Q3 | $654 | Hold |
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|
2016
Q2 | $643K | Sell |
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|
2016
Q1 | $2.67M | Buy |
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