Evolution Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-48
| Closed | -$5K | – | 576 |
|
2020
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 432 |
|
2020
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 356 |
|
2020
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 265 |
|
2019
Q4 | – | Sell |
-48
| Closed | -$4K | – | 623 |
|
2019
Q3 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 298 |
|