AllSquare Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-159
| Closed | -$26K | – | 459 |
|
|
2020
Q1 | $26K | Buy |
+159
| New | +$26K | 0.02% | 219 |
|
|
2016
Q1 | – | Sell |
-235
| Closed | -$22K | – | 303 |
|
|
2015
Q4 | $22K | Buy |
235
+26
| +12% | +$2.43K | 0.02% | 164 |
|
|
2015
Q3 | $19K | Hold |
209
| – | – | 0.02% | 167 |
|
|
2015
Q2 | $21K | Hold |
209
| – | – | 0.02% | 170 |
|
|
2015
Q1 | $20K | Buy |
209
+9
| +5% | +$861 | 0.02% | 169 |
|
|
2014
Q4 | $19K | Buy |
+200
| New | +$19K | 0.02% | 177 |
|