Baystate Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $31.6K | Hold |
108
| – | – | ﹤0.01% | 471 |
|
|
2023
Q3 | $35.1K | Sell |
108
-56
| -34% | -$18.2K | ﹤0.01% | 388 |
|
|
2023
Q2 | $56.7K | Sell |
164
-80
| -33% | -$27.7K | ﹤0.01% | 319 |
|
|
2023
Q1 | $77.1K | Buy |
244
+56
| +30% | +$17.7K | 0.01% | 281 |
|
|
2022
Q4 | $56K | Sell |
188
-604
| -76% | -$180K | 0.01% | 314 |
|
|
2022
Q3 | $212K | Buy |
792
+1
| +0.1% | +$268 | 0.02% | 174 |
|
|
2022
Q2 | $213K | Buy |
791
+684
| +639% | +$184K | 0.02% | 168 |
|
|
2022
Q1 | $35K | Hold |
107
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $32K | Buy |
107
+1
| +0.9% | +$299 | ﹤0.01% | 389 |
|
|
2021
Q3 | $31K | Hold |
106
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $25K | Hold |
106
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $24K | Buy |
106
+6
| +6% | +$1.36K | ﹤0.01% | 338 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $21K | Buy |
+100
| New | +$21K | ﹤0.01% | 314 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$2K | – | 647 |
|
|
2019
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 491 |
|
|
2013
Q3 | – | Sell |
-1,200
| Closed | -$77K | – | 39 |
|
|
2013
Q2 | $77K | Buy |
+1,200
| New | +$77K | 0.04% | 71 |
|