DFPG Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $214K | Sell |
735
-155
| -17% | -$45.1K | 0.02% | 595 |
|
2023
Q3 | $295K | Sell |
890
-168
| -16% | -$55.7K | 0.03% | 475 |
|
2023
Q2 | $352K | Sell |
1,058
-41
| -4% | -$13.6K | 0.03% | 443 |
|
2023
Q1 | $347K | Sell |
1,099
-68
| -6% | -$21.4K | 0.04% | 401 |
|
2022
Q4 | $364K | Buy |
+1,167
| New | +$364K | 0.06% | 323 |
|