FormulaFolio Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 450 |
|
2021
Q1 | $1K | Sell |
3
-1,323
| -100% | -$441K | ﹤0.01% | 420 |
|
2020
Q4 | $280K | Buy |
+1,326
| New | +$280K | 0.01% | 544 |
|
2016
Q4 | – | Sell |
-7,951
| Closed | -$894K | – | 185 |
|
2016
Q3 | $894K | Sell |
7,951
-453
| -5% | -$50.9K | 0.13% | 61 |
|
2016
Q2 | $918K | Buy |
+8,404
| New | +$918K | 0.16% | 49 |
|
2016
Q1 | – | Sell |
-11,026
| Closed | -$1.02M | – | 129 |
|
2015
Q4 | $1.02M | Buy |
+11,026
| New | +$1.02M | 0.26% | 30 |
|