BerganKDV Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-279
| Closed | -$1K | – | 936 |
|
|
2020
Q3 | $1K | Hold |
279
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $1K | Sell |
279
-660
| -70% | -$2.37K | ﹤0.01% | 811 |
|
|
2020
Q1 | $2K | Hold |
939
| – | – | ﹤0.01% | 712 |
|
|
2019
Q4 | $4K | Hold |
939
| – | – | ﹤0.01% | 640 |
|
|
2019
Q3 | $4K | Sell |
939
-11
| -1% | -$47 | ﹤0.01% | 573 |
|
|
2019
Q2 | $4K | Sell |
950
-11
| -1% | -$46 | ﹤0.01% | 595 |
|
|
2019
Q1 | $4K | Hold |
961
| – | – | ﹤0.01% | 599 |
|
|
2018
Q4 | $4K | Hold |
961
| – | – | ﹤0.01% | 553 |
|
|
2018
Q3 | $5K | Sell |
961
-8
| -0.8% | -$42 | ﹤0.01% | 537 |
|
|
2018
Q2 | $5K | Buy |
+969
| New | +$5K | ﹤0.01% | 557 |
|