Foster & Motley’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,520
| Closed | -$202K | – | 209 |
|
|
2017
Q2 | $202K | Buy |
+1,520
| New | +$202K | 0.04% | 199 |
|
|
2016
Q1 | – | Sell |
-3,370
| Closed | -$311K | – | 168 |
|
|
2015
Q4 | $311K | Sell |
3,370
-255
| -7% | -$23.5K | 0.07% | 150 |
|
|
2015
Q3 | $321K | Sell |
3,625
-679
| -16% | -$60.1K | 0.07% | 148 |
|
|
2015
Q2 | $429K | Sell |
4,304
-1,570
| -27% | -$156K | 0.09% | 135 |
|
|
2015
Q1 | $565K | Sell |
5,874
-298
| -5% | -$28.7K | 0.12% | 121 |
|
|
2014
Q4 | $585K | Sell |
6,172
-730
| -11% | -$69.2K | 0.13% | 122 |
|
|
2014
Q3 | $605K | Sell |
6,902
-1,255
| -15% | -$110K | 0.14% | 113 |
|
|
2014
Q2 | $735K | Sell |
8,157
-1,092
| -12% | -$98.4K | 0.17% | 104 |
|
|
2014
Q1 | $780K | Sell |
9,249
-2,589
| -22% | -$218K | 0.19% | 99 |
|
|
2013
Q4 | $993K | Sell |
11,838
-268
| -2% | -$22.5K | 0.25% | 89 |
|
|
2013
Q3 | $901K | Sell |
12,106
-30
| -0.2% | -$2.23K | 0.24% | 92 |
|
|
2013
Q2 | $781K | Buy |
+12,136
| New | +$781K | 0.22% | 92 |
|