Concord Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9
| Closed | -$2.92K | – | 817 |
|
|
2023
Q3 | $2.92K | Hold |
9
| – | – | ﹤0.01% | 808 |
|
|
2023
Q2 | $3.11K | Hold |
9
| – | – | ﹤0.01% | 802 |
|
|
2023
Q1 | $2.84K | Hold |
9
| – | – | ﹤0.01% | 762 |
|
|
2022
Q4 | $2.7K | Buy |
+9
| New | +$2.7K | ﹤0.01% | 889 |
|
|
2022
Q3 | – | Sell |
-91
| Closed | -$25K | – | 206 |
|
|
2022
Q2 | $25K | Sell |
91
-17
| -16% | -$4.67K | 0.01% | 494 |
|
|
2022
Q1 | $35K | Hold |
108
| – | – | 0.01% | 494 |
|
|
2021
Q4 | $32K | Buy |
108
+55
| +104% | +$16.3K | 0.01% | 540 |
|
|
2021
Q3 | $15K | Sell |
53
-55
| -51% | -$15.6K | 0.01% | 416 |
|
|
2021
Q2 | $26K | Buy |
108
+57
| +112% | +$13.7K | 0.01% | 449 |
|
|
2021
Q1 | $12K | Buy |
+51
| New | +$12K | ﹤0.01% | 554 |
|