Gideon Capital Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,511
| Closed | -$292K | – | 286 |
|
|
2019
Q2 | $292K | Buy |
+1,511
| New | +$292K | 0.1% | 226 |
|
|
2019
Q1 | – | Sell |
-2,479
| Closed | -$360K | – | 370 |
|
|
2018
Q4 | $360K | Buy |
+2,479
| New | +$360K | 0.15% | 215 |
|
|
2016
Q3 | – | Sell |
-6,956
| Closed | -$760K | – | 185 |
|
|
2016
Q2 | $760K | Buy |
+6,956
| New | +$760K | 0.44% | 73 |
|
|
2015
Q4 | – | Sell |
-17,891
| Closed | -$1.59M | – | 191 |
|
|
2015
Q3 | $1.59M | Buy |
+17,891
| New | +$1.59M | 0.93% | 27 |
|
|
2015
Q1 | – | Sell |
-22,200
| Closed | -$2.11M | – | 224 |
|
|
2014
Q4 | $2.11M | Buy |
+22,200
| New | +$2.11M | 0.99% | 24 |
|
|
2014
Q3 | – | Sell |
-16,006
| Closed | -$1.44M | – | 265 |
|
|
2014
Q2 | $1.44M | Buy |
16,006
+1,887
| +13% | +$170K | 0.52% | 67 |
|
|
2014
Q1 | $1.19M | Buy |
+14,119
| New | +$1.19M | 0.66% | 49 |
|