Evolution Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-33
| Closed | -$9K | – | 169 |
|
|
2021
Q3 | $9K | Hold |
33
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $8K | Sell |
33
-105
| -76% | -$25.5K | ﹤0.01% | 434 |
|
|
2021
Q1 | $32K | Buy |
138
+105
| +318% | +$24.3K | 0.01% | 235 |
|
|
2020
Q4 | $7K | Hold |
33
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 334 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$8K | – | 326 |
|
|
2019
Q4 | $8K | Buy |
37
+4
| +12% | +$865 | ﹤0.01% | 326 |
|
|
2019
Q3 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 242 |
|