CW
Connectus Wealth’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $33M | Sell |
98,907
-229
| -0.2% | -$76.4K | 0.9% | 26 |
|
|
2023
Q4 | $28.9M | Sell |
99,136
-1,023
| -1% | -$298K | 0.59% | 39 |
|
|
2023
Q3 | $32.5M | Buy |
+100,159
| New | +$32.5M | 0.72% | 31 |
|
|
2023
Q2 | – | Sell |
-111,210
| Closed | -$35.1M | – | 450 |
|
|
2023
Q1 | $35.1M | Sell |
111,210
-2,444
| -2% | -$771K | 0.86% | 28 |
|
|
2022
Q4 | $34.1M | Sell |
113,654
-908
| -0.8% | -$273K | 0.81% | 33 |
|
|
2022
Q3 | $30.7M | Sell |
114,562
-1,244
| -1% | -$333K | 0.64% | 33 |
|
|
2022
Q2 | $31.2M | Buy |
+115,806
| New | +$31.2M | 0.71% | 32 |
|