Evoke Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-52
| Closed | -$14K | – | 396 |
|
|
2022
Q3 | $14K | Buy |
52
+35
| +206% | +$9.42K | ﹤0.01% | 693 |
|
|
2022
Q2 | $5K | Sell |
17
-5
| -23% | -$1.47K | ﹤0.01% | 878 |
|
|
2022
Q1 | $7K | Sell |
22
-56
| -72% | -$17.8K | ﹤0.01% | 825 |
|
|
2021
Q4 | $23K | Hold |
78
| – | – | ﹤0.01% | 657 |
|
|
2021
Q3 | $22K | Sell |
78
-9
| -10% | -$2.54K | ﹤0.01% | 622 |
|
|
2021
Q2 | $21K | Sell |
87
-25
| -22% | -$6.03K | ﹤0.01% | 644 |
|
|
2021
Q1 | $26K | Buy |
112
+87
| +348% | +$20.2K | ﹤0.01% | 540 |
|
|
2020
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $5K | Buy |
25
+5
| +25% | +$1K | ﹤0.01% | 650 |
|
|
2020
Q2 | $4K | Sell |
20
-8
| -29% | -$1.6K | ﹤0.01% | 697 |
|
|
2020
Q1 | $4.63K | Sell |
28
-336
| -92% | -$55.5K | ﹤0.01% | 627 |
|
|
2019
Q4 | $75.8K | Sell |
364
-92
| -20% | -$19.2K | 0.01% | 349 |
|
|
2019
Q3 | $88.3K | Buy |
+456
| New | +$88.3K | 0.01% | 391 |
|