ACG Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $445K | Hold |
1,660
| – | – | 0.1% | 169 |
|
|
2022
Q2 | $448K | Hold |
1,660
| – | – | 0.09% | 174 |
|
|
2022
Q1 | $541K | Buy |
+1,660
| New | +$541K | 0.1% | 167 |
|
|
2021
Q4 | – | Sell |
-776
| Closed | -$222K | – | 320 |
|
|
2021
Q3 | $222K | Buy |
+776
| New | +$222K | 0.03% | 283 |
|