BDO Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $60.4K | Buy |
175
+25
| +17% | +$8.63K | 0.01% | 406 |
|
|
2023
Q1 | $47.3K | Sell |
150
-59
| -28% | -$18.6K | 0.01% | 429 |
|
|
2022
Q4 | $62.7K | Hold |
209
| – | – | 0.01% | 381 |
|
|
2022
Q3 | $56K | Hold |
209
| – | – | 0.01% | 390 |
|
|
2022
Q2 | $56K | Hold |
209
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $68K | Hold |
209
| – | – | 0.01% | 382 |
|
|
2021
Q4 | $63K | Buy |
209
+132
| +171% | +$39.8K | 0.01% | 409 |
|
|
2021
Q3 | $22K | Hold |
77
| – | – | ﹤0.01% | 587 |
|
|
2021
Q2 | $18K | Hold |
77
| – | – | ﹤0.01% | 644 |
|
|
2021
Q1 | $18K | Buy |
77
+51
| +196% | +$11.9K | ﹤0.01% | 626 |
|
|
2020
Q4 | $5K | Hold |
26
| – | – | ﹤0.01% | 626 |
|
|
2020
Q3 | $5K | Buy |
+26
| New | +$5K | ﹤0.01% | 548 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$1K | – | 690 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 694 |
|
|
2018
Q1 | – | Sell |
-9
| Closed | -$1K | – | 569 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 448 |
|