GWM
Graybill Wealth Management’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-33,328
| Closed | -$2.08M | – | 46 |
|
|
2017
Q1 | $2.08M | Sell |
33,328
-212
| -0.6% | -$13.2K | 1.65% | 37 |
|
|
2016
Q4 | $2.19M | Buy |
33,540
+855
| +3% | +$55.8K | 1.87% | 32 |
|
|
2016
Q3 | $1.94M | Sell |
32,685
-30
| -0.1% | -$1.78K | 1.8% | 33 |
|
|
2016
Q2 | $1.73M | Sell |
32,715
-780
| -2% | -$41.2K | 1.6% | 38 |
|
|
2016
Q1 | $1.81M | Sell |
33,495
-18,640
| -36% | -$1.01M | 1.63% | 37 |
|
|
2015
Q4 | $3.23M | Sell |
52,135
-1,705
| -3% | -$106K | 2.79% | 10 |
|
|
2015
Q3 | $3.06M | Buy |
53,840
+960
| +2% | +$54.5K | 2.51% | 13 |
|
|
2015
Q2 | $3.27M | Sell |
52,880
-800
| -1% | -$49.5K | 2.42% | 12 |
|
|
2015
Q1 | $2.94M | Buy |
53,680
+3,550
| +7% | +$194K | 2.21% | 20 |
|
|
2014
Q4 | $2.81M | Buy |
50,130
+725
| +1% | +$40.6K | 2.13% | 24 |
|
|
2014
Q3 | $2.67M | Sell |
49,405
-278
| -0.6% | -$15K | 2.05% | 25 |
|
|
2014
Q2 | $2.71M | Sell |
49,683
-35
| -0.1% | -$1.91K | 2.1% | 23 |
|
|
2014
Q1 | $2.49M | Buy |
49,718
+850
| +2% | +$42.5K | 2.05% | 28 |
|
|
2013
Q4 | $2.5M | Sell |
48,868
-247
| -0.5% | -$12.6K | 2.18% | 21 |
|
|
2013
Q3 | $2.39M | Sell |
49,115
-1,350
| -3% | -$65.6K | 2.04% | 21 |
|
|
2013
Q2 | $2.26M | Buy |
+50,465
| New | +$2.26M | 2.03% | 22 |
|