GoalVest Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30
| Closed | -$8.73K | – | 415 |
|
|
2023
Q4 | $8.73K | Sell |
30
-76
| -72% | -$22.1K | ﹤0.01% | 262 |
|
|
2023
Q3 | $34.4K | Buy |
106
+33
| +45% | +$10.7K | 0.02% | 168 |
|
|
2023
Q2 | $25.2K | Buy |
+73
| New | +$25.2K | 0.01% | 182 |
|
|
2022
Q2 | – | Sell |
-45
| Closed | -$15K | – | 315 |
|
|
2022
Q1 | $15K | Buy |
+45
| New | +$15K | 0.01% | 212 |
|