Constellation Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-92,502
| Closed | -$9.22M | – | 88 |
|
|
2015
Q2 | $9.22M | Sell |
92,502
-923
| -1% | -$92K | 0.78% | 28 |
|
|
2015
Q1 | $8.98M | Hold |
93,425
| – | – | 0.79% | 29 |
|
|
2014
Q4 | $8.86M | Hold |
93,425
| – | – | 0.74% | 32 |
|
|
2014
Q3 | $8.19M | Sell |
93,425
-3,400
| -4% | -$298K | 0.76% | 30 |
|
|
2014
Q2 | $8.72M | Sell |
96,825
-9,175
| -9% | -$827K | 0.98% | 27 |
|
|
2014
Q1 | $8.93M | Buy |
106,000
+500
| +0.5% | +$42.1K | 0.87% | 30 |
|
|
2013
Q4 | $8.85M | Sell |
105,500
-2,100
| -2% | -$176K | 0.85% | 25 |
|
|
2013
Q3 | $8.01M | Hold |
107,600
| – | – | 0.91% | 23 |
|
|
2013
Q2 | $6.92M | Buy |
+107,600
| New | +$6.92M | 0.83% | 28 |
|