Altium Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $536K | Sell |
125,293
-2,667
| -2% | -$11.4K | 0.04% | 226 |
|
2022
Q1 | $647K | Sell |
127,960
-5,602
| -4% | -$28.3K | 0.04% | 223 |
|
2021
Q4 | $631K | Sell |
133,562
-2,548
| -2% | -$12K | 0.04% | 209 |
|
2021
Q3 | $663K | Sell |
136,110
-2,618
| -2% | -$12.8K | 0.05% | 191 |
|
2021
Q2 | $538K | Sell |
138,728
-3,622
| -3% | -$14K | 0.04% | 216 |
|
2021
Q1 | $621K | Hold |
142,350
| – | – | 0.05% | 182 |
|
2020
Q4 | $519K | Sell |
142,350
-22,521
| -14% | -$82.1K | 0.05% | 188 |
|
2020
Q3 | $389K | Sell |
164,871
-10,573
| -6% | -$24.9K | 0.04% | 226 |
|
2020
Q2 | $476K | Buy |
175,444
+48,858
| +39% | +$133K | 0.05% | 171 |
|
2020
Q1 | $291K | Buy |
+126,586
| New | +$291K | 0.04% | 218 |
|