180 Wealth Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-25,866
| Closed | -$68K | – | 310 |
|
|
2020
Q3 | $68K | Buy |
25,866
+1,699
| +7% | +$4.47K | 0.03% | 264 |
|
|
2020
Q2 | $70K | Hold |
24,167
| – | – | 0.03% | 259 |
|
|
2020
Q1 | $51K | Sell |
24,167
-5,642
| -19% | -$11.9K | 0.03% | 216 |
|
|
2019
Q4 | $120K | Sell |
29,809
-2,248
| -7% | -$9.05K | 0.05% | 257 |
|
|
2019
Q3 | $125K | Buy |
+32,057
| New | +$125K | 0.06% | 249 |
|
|
2018
Q3 | – | Sell |
-27,552
| Closed | -$136K | – | 255 |
|
|
2018
Q2 | $136K | Buy |
+27,552
| New | +$136K | 0.07% | 238 |
|