Dowling & Yahnke’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $219K | Buy |
819
+32
| +4% | +$8.56K | 0.01% | 343 |
|
|
2022
Q2 | $212K | Sell |
787
-95
| -11% | -$25.6K | 0.01% | 346 |
|
|
2022
Q1 | $287K | Buy |
882
+95
| +12% | +$30.9K | 0.01% | 320 |
|
|
2021
Q4 | $237K | Hold |
787
| – | – | 0.01% | 352 |
|
|
2021
Q3 | $225K | Buy |
+787
| New | +$225K | 0.01% | 338 |
|