Destination Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,176
| Closed | -$71K | – | 147 |
|
|
2019
Q2 | $71K | Buy |
16,176
+7,594
| +88% | +$33.3K | ﹤0.01% | 227 |
|
|
2019
Q1 | $35K | Hold |
8,582
| – | – | ﹤0.01% | 316 |
|
|
2018
Q4 | $34K | Hold |
8,582
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $47K | Sell |
8,582
-232
| -3% | -$1.27K | ﹤0.01% | 294 |
|
|
2018
Q2 | $44K | Sell |
8,814
-226
| -3% | -$1.13K | ﹤0.01% | 271 |
|
|
2018
Q1 | $50K | Buy |
+9,040
| New | +$50K | ﹤0.01% | 254 |
|