Bruderman Asset Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-180
| Closed | -$31K | – | 136 |
|
|
2019
Q1 | $31K | Sell |
180
-88
| -33% | -$15.2K | 0.01% | 321 |
|
|
2018
Q4 | $39K | Hold |
268
| – | – | 0.01% | 264 |
|
|
2018
Q3 | $41K | Sell |
268
-705
| -72% | -$108K | 0.01% | 207 |
|
|
2018
Q2 | $133K | Sell |
973
-133
| -12% | -$18.2K | 0.03% | 133 |
|
|
2018
Q1 | $155K | Sell |
1,106
-451
| -29% | -$63.2K | 0.04% | 139 |
|
|
2017
Q4 | $209K | Buy |
1,557
+2
| +0.1% | +$268 | 0.05% | 117 |
|
|
2017
Q3 | $227K | Sell |
1,555
-168
| -10% | -$24.5K | 0.06% | 113 |
|
|
2017
Q2 | $229K | Buy |
1,723
+3
| +0.2% | +$399 | 0.06% | 110 |
|
|
2017
Q1 | $204K | Buy |
1,720
+2
| +0.1% | +$237 | 0.06% | 111 |
|
|
2016
Q4 | $192K | Sell |
1,718
-2,670
| -61% | -$298K | 0.06% | 115 |
|
|
2016
Q3 | $494K | Sell |
4,388
-7,442
| -63% | -$838K | 0.15% | 88 |
|
|
2016
Q2 | $1.29M | Sell |
11,830
-971
| -8% | -$106K | 0.4% | 52 |
|
|
2016
Q1 | $1.34M | Sell |
12,801
-936
| -7% | -$97.8K | 0.46% | 49 |
|
|
2015
Q4 | $1.27M | Sell |
13,737
-1,373
| -9% | -$127K | 0.48% | 47 |
|
|
2015
Q3 | $1.34M | Buy |
15,110
+7,665
| +103% | +$679K | 0.53% | 46 |
|
|
2015
Q2 | $742K | Buy |
+7,445
| New | +$742K | 0.28% | 61 |
|