Avantax Planning Partners’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,018
| Closed | -$17K | – | 287 |
|
|
2018
Q3 | $17K | Buy |
+3,018
| New | +$17K | ﹤0.01% | 737 |
|
|
2018
Q2 | – | Sell |
-7,919
| Closed | -$44K | – | 253 |
|
|
2018
Q1 | $44K | Buy |
+7,919
| New | +$44K | ﹤0.01% | 552 |
|
|
2017
Q1 | – | Sell |
-14,636
| Closed | -$62K | – | 327 |
|
|
2016
Q4 | $62K | Buy |
+14,636
| New | +$62K | 0.01% | 309 |
|