Berman Capital Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $294K | Buy |
1,034
+202
| +24% | +$57.4K | 0.05% | 205 |
|
|
2021
Q2 | $198K | Buy |
832
+129
| +18% | +$30.7K | 0.03% | 239 |
|
|
2021
Q1 | $161K | Buy |
703
+72
| +11% | +$16.5K | 0.03% | 219 |
|
|
2020
Q4 | $133K | Buy |
631
+106
| +20% | +$22.3K | 0.03% | 216 |
|
|
2020
Q3 | $108K | Buy |
525
+6
| +1% | +$1.23K | 0.03% | 220 |
|
|
2020
Q2 | $100K | Buy |
519
+44
| +9% | +$8.48K | 0.03% | 224 |
|
|
2020
Q1 | $77K | Buy |
475
+167
| +54% | +$27.1K | 0.02% | 233 |
|
|
2019
Q4 | $64K | Sell |
308
-105
| -25% | -$21.8K | 0.02% | 279 |
|
|
2019
Q3 | $79K | Hold |
413
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $79K | Buy |
413
+167
| +68% | +$31.9K | 0.03% | 240 |
|
|
2019
Q1 | $42K | Buy |
246
+69
| +39% | +$11.8K | 0.01% | 302 |
|
|
2018
Q4 | $25K | Buy |
+177
| New | +$25K | 0.01% | 342 |
|