Arete Wealth Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,185
| Closed | -$100K | – | 365 |
|
|
2018
Q1 | $100K | Sell |
18,185
-1,571
| -8% | -$8.64K | 0.03% | 312 |
|
|
2017
Q4 | $101K | Buy |
+19,756
| New | +$101K | 0.03% | 307 |
|
|
2017
Q3 | – | Sell |
-14,081
| Closed | -$57K | – | 270 |
|
|
2017
Q2 | $57K | Sell |
14,081
-7,769
| -36% | -$31.4K | 0.03% | 229 |
|
|
2017
Q1 | $86K | Sell |
21,850
-1,007
| -4% | -$3.96K | 0.04% | 197 |
|
|
2016
Q4 | $97K | Buy |
+22,857
| New | +$97K | 0.04% | 182 |
|