Brandywine Oak Private Wealth’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-92,588
| Closed | -$251K | – | 268 |
|
|
2020
Q2 | $251K | Buy |
92,588
+30,900
| +50% | +$83.8K | 0.04% | 200 |
|
|
2020
Q1 | $144K | Sell |
61,688
-2,604
| -4% | -$6.08K | 0.03% | 215 |
|
|
2019
Q4 | $268K | Buy |
64,292
+203
| +0.3% | +$846 | 0.05% | 194 |
|
|
2019
Q3 | $244K | Buy |
64,089
+27,355
| +74% | +$104K | 0.05% | 198 |
|
|
2019
Q2 | $161K | Buy |
36,734
+4,791
| +15% | +$21K | 0.03% | 218 |
|
|
2019
Q1 | $131K | Buy |
+31,943
| New | +$131K | 0.03% | 211 |
|