Glassman Wealth Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,526
| Closed | -$20.3K | – | 240 |
|
|
2023
Q4 | $20.3K | Buy |
+3,526
| New | +$20.3K | ﹤0.01% | 685 |
|
|
2023
Q3 | – | Sell |
-2,768
| Closed | -$14K | – | 1991 |
|
|
2023
Q2 | $14K | Sell |
2,768
-7
| -0.3% | -$35 | ﹤0.01% | 719 |
|
|
2023
Q1 | $11.9K | Sell |
2,775
-65
| -2% | -$280 | ﹤0.01% | 772 |
|
|
2022
Q4 | $14.3K | Buy |
2,840
+444
| +19% | +$2.24K | ﹤0.01% | 744 |
|
|
2022
Q3 | $9K | Sell |
2,396
-262
| -10% | -$984 | ﹤0.01% | 810 |
|
|
2022
Q2 | $11K | Buy |
2,658
+320
| +14% | +$1.32K | ﹤0.01% | 768 |
|
|
2022
Q1 | $12K | Buy |
2,338
+242
| +12% | +$1.24K | ﹤0.01% | 772 |
|
|
2021
Q4 | $10K | Sell |
2,096
-111
| -5% | -$530 | ﹤0.01% | 780 |
|
|
2021
Q3 | $11K | Buy |
2,207
+1,733
| +366% | +$8.64K | ﹤0.01% | 738 |
|
|
2021
Q2 | $2K | Buy |
474
+31
| +7% | +$131 | ﹤0.01% | 1102 |
|
|
2021
Q1 | $2K | Buy |
443
+81
| +22% | +$366 | ﹤0.01% | 1053 |
|
|
2020
Q4 | $1K | Buy |
362
+240
| +197% | +$663 | ﹤0.01% | 1142 |
|
|
2020
Q3 | $0 | Buy |
+122
| New | – | ﹤0.01% | 1306 |
|