YWS
Yarger Wealth Strategies’s iShares Core Conservative Allocation ETF AOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-35,194
| Closed | -$1.15M | – | 47 |
|
|
2022
Q3 | $1.15M | Sell |
35,194
-1,981
| -5% | -$64.6K | 1.52% | 18 |
|
|
2022
Q2 | $1.28M | Buy |
37,175
+119
| +0.3% | +$4.11K | 1.66% | 16 |
|
|
2022
Q1 | $1.4M | Buy |
37,056
+57
| +0.2% | +$2.15K | 1.82% | 14 |
|
|
2021
Q4 | $1.48M | Buy |
+36,999
| New | +$1.48M | 1.6% | 16 |
|