HBK Sorce Advisory’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,230
| Closed | -$222K | – | 197 |
|
|
2015
Q2 | $222K | Buy |
+2,230
| New | +$222K | 0.08% | 174 |
|
|
2015
Q1 | – | Sell |
-2,586
| Closed | -$245K | – | 162 |
|
|
2014
Q4 | $245K | Sell |
2,586
-1,064
| -29% | -$101K | 0.08% | 161 |
|
|
2014
Q3 | $320K | Hold |
3,650
| – | – | 0.12% | 118 |
|
|
2014
Q2 | $329K | Hold |
3,650
| – | – | 0.11% | 121 |
|
|
2014
Q1 | $308K | Hold |
3,650
| – | – | 0.11% | 120 |
|
|
2013
Q4 | $306K | Buy |
+3,650
| New | +$306K | 0.11% | 120 |
|