Golden State Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85K | Hold |
532
| – | – | ﹤0.01% | 1268 |
|
|
2025
Q1 | $3.51K | Hold |
532
| – | – | ﹤0.01% | 1237 |
|
|
2024
Q4 | $3.14K | Buy |
+532
| New | +$3.14K | ﹤0.01% | 1193 |
|
|
2020
Q2 | – | Sell |
-525
| Closed | -$1K | – | 206 |
|
|
2020
Q1 | $1K | Buy |
+525
| New | +$1K | ﹤0.01% | 895 |
|
|
2019
Q4 | – | Sell |
-525
| Closed | -$2K | – | 75 |
|
|
2019
Q3 | $2K | Sell |
525
-21
| -4% | -$80 | ﹤0.01% | 947 |
|
|
2019
Q2 | $2K | Sell |
546
-19
| -3% | -$70 | ﹤0.01% | 960 |
|
|
2019
Q1 | $2K | Buy |
+565
| New | +$2K | ﹤0.01% | 1006 |
|