Curi RMB Capital’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-647
| Closed | -$223K | – | 498 |
|
|
2023
Q2 | $223K | Buy |
+647
| New | +$223K | 0.01% | 474 |
|
|
2017
Q4 | – | Sell |
-2,122
| Closed | -$310K | – | 864 |
|
|
2017
Q3 | $310K | Buy |
2,122
+322
| +18% | +$47K | 0.01% | 555 |
|
|
2017
Q2 | $239K | Buy |
+1,800
| New | +$239K | 0.01% | 613 |
|