BSW Wealth Partners’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 |
-18,671
| Closed | -$51K | – | 156 |
|
|
2020
Q2 | $51K | Hold |
18,671
| – | – | 0.02% | 141 |
|
|
2020
Q1 | $43K | Buy |
18,671
+1,843
| +11% | +$4.24K | 0.02% | 110 |
|
|
2019
Q4 | $70K | Buy |
+16,828
| New | +$70K | 0.02% | 127 |
|
|
2019
Q3 | – | Sell |
-17,466
| Closed | -$77K | – | 146 |
|
|
2019
Q2 | $77K | Buy |
+17,466
| New | +$77K | 0.03% | 114 |
|