B. Riley Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-653
| Closed | -$213K | – | 758 |
|
|
2022
Q1 | $213K | Sell |
653
-16
| -2% | -$5.22K | 0.02% | 544 |
|
|
2021
Q4 | $201K | Buy |
+669
| New | +$201K | 0.01% | 588 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 1059 |
|
|
2014
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1098 |
|
|
2014
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 992 |
|