Claro Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,610
| Closed | -$208K | – | 376 |
|
|
2025
Q1 | $208K | Buy |
31,610
+2,159
| +7% | +$14.2K | 0.03% | 474 |
|
|
2024
Q4 | $173K | Sell |
29,451
-281
| -0.9% | -$1.66K | 0.02% | 472 |
|
|
2024
Q3 | $190K | Buy |
29,732
+479
| +2% | +$3.06K | 0.02% | 491 |
|
|
2024
Q2 | $179K | Buy |
+29,253
| New | +$179K | 0.03% | 416 |
|
|
2023
Q2 | – | Sell |
-33,386
| Closed | -$144K | – | 375 |
|
|
2023
Q1 | $144K | Buy |
33,386
+989
| +3% | +$4.25K | 0.04% | 340 |
|
|
2022
Q4 | $163K | Buy |
32,397
+3,509
| +12% | +$17.7K | 0.05% | 296 |
|
|
2022
Q3 | $127K | Sell |
28,888
-688
| -2% | -$3.03K | 0.05% | 262 |
|
|
2022
Q2 | $127K | Buy |
+29,576
| New | +$127K | 0.05% | 261 |
|
|
2019
Q1 | – | Sell |
-7,166
| Closed | -$39K | – | 162 |
|
|
2018
Q4 | $39K | Buy |
+7,166
| New | +$39K | 0.03% | 381 |
|