Fortem Financial Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-853
| Closed | -$256K | – | 149 |
|
|
2022
Q4 | $256K | Sell |
853
-31
| -4% | -$9.3K | 0.15% | 143 |
|
|
2022
Q3 | $237K | Sell |
884
-402
| -31% | -$108K | 0.16% | 140 |
|
|
2022
Q2 | $347K | Sell |
1,286
-9,447
| -88% | -$2.55M | 0.23% | 127 |
|
|
2022
Q1 | $3.5M | Buy |
10,733
+1,848
| +21% | +$602K | 1.53% | 10 |
|
|
2021
Q4 | $2.67M | Buy |
8,885
+188
| +2% | +$56.5K | 1.22% | 21 |
|
|
2021
Q3 | $2.49M | Buy |
8,697
+277
| +3% | +$79.1K | 1.26% | 20 |
|
|
2021
Q2 | $2.01M | Buy |
8,420
+1,081
| +15% | +$258K | 1.02% | 33 |
|
|
2021
Q1 | $1.69M | Buy |
7,339
+4,917
| +203% | +$1.13M | 0.98% | 27 |
|
|
2020
Q4 | $512K | Buy |
2,422
+398
| +20% | +$84.1K | 0.31% | 92 |
|
|
2020
Q3 | $418K | Buy |
+2,024
| New | +$418K | 0.3% | 95 |
|