Beaumont Financial Advisors’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-172,686
| Closed | -$10.3M | – | 208 |
|
|
2017
Q4 | $10.3M | Sell |
172,686
-20,035
| -10% | -$1.19M | 1.21% | 33 |
|
|
2017
Q3 | $11.8M | Buy |
192,721
+66,371
| +53% | +$4.07M | 1.48% | 26 |
|
|
2017
Q2 | $7.9M | Sell |
126,350
-9,962
| -7% | -$623K | 1.02% | 37 |
|
|
2017
Q1 | $8.51M | Sell |
136,312
-64,614
| -32% | -$4.03M | 1.16% | 31 |
|
|
2016
Q4 | $13.1M | Buy |
200,926
+661
| +0.3% | +$43.2K | 1.98% | 13 |
|
|
2016
Q3 | $11.9M | Sell |
200,265
-47
| -0% | -$2.79K | 1.88% | 11 |
|
|
2016
Q2 | $10.6M | Buy |
200,312
+12,692
| +7% | +$671K | 1.74% | 19 |
|
|
2016
Q1 | $10.3M | Sell |
187,620
-7,776
| -4% | -$426K | 1.67% | 17 |
|
|
2015
Q4 | $12.1M | Sell |
195,396
-1,155
| -0.6% | -$71.6K | 2% | 17 |
|
|
2015
Q3 | $12.2M | Hold |
196,551
| – | – | 1.76% | 24 |
|
|
2015
Q2 | $12.2M | Sell |
196,551
-2,644
| -1% | -$163K | 1.76% | 24 |
|
|
2015
Q1 | $10.9M | Buy |
199,195
+1,117
| +0.6% | +$61.2K | 0.38% | 53 |
|
|
2014
Q4 | $11.1M | Buy |
198,078
+1,356
| +0.7% | +$75.9K | 0.53% | 55 |
|
|
2014
Q3 | $10.6M | Buy |
196,722
+1,356
| +0.7% | +$73.2K | 0.69% | 54 |
|
|
2014
Q2 | $10.7M | Buy |
195,366
+805
| +0.4% | +$43.9K | 0.76% | 56 |
|
|
2014
Q1 | $9.73M | Sell |
194,561
-14,736
| -7% | -$737K | 0.8% | 39 |
|
|
2013
Q4 | $10.7M | Buy |
209,297
+20,326
| +11% | +$1.04M | 0.88% | 47 |
|
|
2013
Q3 | $9.19M | Buy |
188,971
+118,896
| +170% | +$5.78M | 0.82% | 44 |
|
|
2013
Q2 | $3.13M | Buy |
+70,075
| New | +$3.13M | 0.29% | 79 |
|