Avitas Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,567
| Closed | -$2.2M | – | 199 |
|
|
2021
Q1 | $2.2M | Buy |
9,567
+108
| +1% | +$24.8K | 0.43% | 87 |
|
|
2020
Q4 | $2M | Buy |
9,459
+190
| +2% | +$40.1K | 0.4% | 102 |
|
|
2020
Q3 | $1.91M | Buy |
9,269
+84
| +0.9% | +$17.3K | 0.53% | 68 |
|
|
2020
Q2 | $1.77M | Sell |
9,185
-258
| -3% | -$49.7K | 0.59% | 62 |
|
|
2020
Q1 | $1.56M | Sell |
9,443
-4,229
| -31% | -$698K | 0.71% | 51 |
|
|
2019
Q4 | $2.85M | Buy |
13,672
+92
| +0.7% | +$19.2K | 0.73% | 63 |
|
|
2019
Q3 | $2.63M | Buy |
13,580
+219
| +2% | +$42.4K | 0.73% | 63 |
|
|
2019
Q2 | $2.58M | Sell |
13,361
-4,371
| -25% | -$843K | 0.72% | 62 |
|
|
2019
Q1 | $3.03M | Buy |
17,732
+166
| +0.9% | +$28.3K | 0.88% | 43 |
|
|
2018
Q4 | $2.55M | Buy |
+17,566
| New | +$2.55M | 0.84% | 54 |
|