Channel Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-736
| Closed | -$214K | – | 179 |
|
|
2023
Q4 | $214K | Sell |
736
-170
| -19% | -$49.5K | 0.1% | 163 |
|
|
2023
Q3 | $294K | Buy |
906
+163
| +22% | +$52.8K | 0.16% | 120 |
|
|
2023
Q2 | $256K | Sell |
743
-5
| -0.7% | -$1.73K | 0.15% | 147 |
|
|
2023
Q1 | $236K | Buy |
+748
| New | +$236K | 0.15% | 166 |
|