Burt Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-64
| Closed | -$14K | – | 106 |
|
|
2020
Q4 | $14K | Hold |
64
| – | – | ﹤0.01% | 268 |
|
|
2020
Q3 | $13K | Sell |
64
-6
| -9% | -$1.22K | ﹤0.01% | 266 |
|
|
2020
Q2 | $13K | Buy |
70
+6
| +9% | +$1.11K | 0.01% | 252 |
|
|
2020
Q1 | $11K | Buy |
+64
| New | +$11K | ﹤0.01% | 260 |
|
|
2016
Q3 | – | Sell |
-5
| Closed | -$1K | – | 411 |
|
|
2016
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 371 |
|
|
2016
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 475 |
|