Balasa Dinverno & Foltz’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $195K | Sell |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $198K | Sell |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q3 | $90K | Sell |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $55K | Buy |
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