Burleson & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$54K | – | 416 |
|
|
2022
Q3 | $54K | Hold |
200
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $54K | Hold |
200
| – | – | 0.01% | 168 |
|
|
2022
Q1 | $65K | Hold |
200
| – | – | 0.01% | 179 |
|
|
2021
Q4 | $60K | Hold |
200
| – | – | 0.01% | 184 |
|
|
2021
Q3 | $57K | Hold |
200
| – | – | 0.01% | 176 |
|
|
2021
Q2 | $48K | Sell |
200
-130
| -39% | -$31.2K | 0.01% | 186 |
|
|
2021
Q1 | $76K | Buy |
+330
| New | +$76K | 0.01% | 159 |
|