CWP
Cyndeo Wealth Partners’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-32,598
| Closed | -$2.39M | – | 442 |
|
|
2024
Q3 | $2.39M | Sell |
32,598
-1,248
| -4% | -$91.4K | 0.17% | 148 |
|
|
2024
Q2 | $2.51M | Buy |
33,846
+97
| +0.3% | +$7.2K | 0.2% | 137 |
|
|
2024
Q1 | $2.64M | Buy |
33,749
+7,728
| +30% | +$604K | 0.22% | 128 |
|
|
2023
Q4 | $1.76M | Buy |
26,021
+43
| +0.2% | +$2.91K | 0.16% | 152 |
|
|
2023
Q3 | $1.57M | Sell |
25,978
-4,377
| -14% | -$265K | 0.16% | 145 |
|
|
2023
Q2 | $1.75M | Buy |
30,355
+197
| +0.7% | +$11.3K | 0.18% | 135 |
|
|
2023
Q1 | $1.52M | Sell |
30,158
-2,317
| -7% | -$117K | 0.16% | 146 |
|
|
2022
Q4 | $2.05M | Buy |
+32,475
| New | +$2.05M | 0.24% | 126 |
|