Curi Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-185
| Closed | -$50K | – | 208 |
|
|
2022
Q2 | $50K | Buy |
185
+1
| +0.5% | +$270 | 0.01% | 224 |
|
|
2022
Q1 | $60K | Buy |
184
+1
| +0.5% | +$326 | 0.01% | 199 |
|
|
2021
Q4 | $55K | Buy |
+183
| New | +$55K | 0.01% | 183 |
|
|
2021
Q1 | – | Sell |
-184
| Closed | -$38K | – | 114 |
|
|
2020
Q4 | $38K | Buy |
+184
| New | +$38K | 0.03% | 165 |
|