Accel Wealth Management’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Buy |
+16,040
| New | +$116K | 0.04% | 265 |
|
|
2023
Q2 | – | Sell |
-87
| Closed | -$374 | – | 183 |
|
|
2023
Q1 | $374 | Hold |
87
| – | – | ﹤0.01% | 1223 |
|
|
2022
Q4 | $438 | Hold |
87
| – | – | ﹤0.01% | 1024 |
|
|
2022
Q3 | $0 | Sell |
87
-2
| -2% | – | ﹤0.01% | 1056 |
|
|
2022
Q2 | $0 | Sell |
89
-2
| -2% | – | ﹤0.01% | 1016 |
|
|
2022
Q1 | $0 | Hold |
91
| – | – | ﹤0.01% | 932 |
|
|
2021
Q4 | $0 | Buy |
+91
| New | – | ﹤0.01% | 925 |
|
|
2021
Q3 | – | Sell |
-93
| Closed | – | – | 822 |
|
|
2021
Q2 | $0 | Sell |
93
-1
| -1% | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $0 | Sell |
94
-78,573
| -100% | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $287K | Buy |
+78,667
| New | +$287K | 0.27% | 79 |
|