Boston Private Bank & Trust’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $657K | Sell |
6,840
-190
| -3% | -$18.3K | 0.03% | 269 |
|
|
2014
Q4 | $667K | Buy |
7,030
+140
| +2% | +$13.3K | 0.03% | 271 |
|
|
2014
Q3 | $604K | Buy |
6,890
+3,200
| +87% | +$281K | 0.03% | 279 |
|
|
2014
Q2 | $332K | Hold |
3,690
| – | – | 0.02% | 338 |
|
|
2014
Q1 | $311K | Hold |
3,690
| – | – | 0.02% | 344 |
|
|
2013
Q4 | $310K | Sell |
3,690
-10
| -0.3% | -$840 | 0.02% | 347 |
|
|
2013
Q3 | $275K | Hold |
3,700
| – | – | 0.02% | 341 |
|
|
2013
Q2 | $238K | Buy |
+3,700
| New | +$238K | 0.01% | 349 |
|