Baker Tilly Wealth Management’s Aegon AEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-16,351
Closed -$70.3K 548
2023
Q1
$70.3K Buy
16,351
+1,970
+14% +$8.47K 0.01% 538
2022
Q4
$72.5K Buy
14,381
+1,893
+15% +$9.54K 0.01% 522
2022
Q3
$49K Buy
12,488
+1,556
+14% +$6.11K 0.01% 497
2022
Q2
$47K Buy
+10,932
New +$47K 0.01% 487