B. Riley Wealth Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,660
| Closed | -$105K | – | 1453 |
|
|
2023
Q2 | $105K | Buy |
+20,660
| New | +$105K | ﹤0.01% | 1431 |
|
|
2015
Q1 | – | Sell |
-10,055
| Closed | -$52 | – | 604 |
|
|
2014
Q4 | $52 | Buy |
+10,055
| New | +$52 | ﹤0.01% | 2064 |
|
|
2014
Q3 | – | Sell |
-9,985
| Closed | -$59.5K | – | 684 |
|
|
2014
Q2 | $59.5K | Buy |
9,985
+2,511
| +34% | +$15K | 0.01% | 954 |
|
|
2014
Q1 | $47K | Hold |
7,474
| – | – | 0.01% | 731 |
|
|
2013
Q4 | $48K | Sell |
7,474
-1,614
| -18% | -$10.4K | 0.02% | 658 |
|
|
2013
Q3 | $46K | Buy |
9,088
+498
| +6% | +$2.52K | 0.02% | 648 |
|
|
2013
Q2 | $39K | Buy |
+8,590
| New | +$39K | 0.01% | 677 |
|