Heritage Wealth Advisors’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-65
| Closed | -$4.73K | – | 579 |
|
|
2024
Q4 | $4.73K | Buy |
+65
| New | +$4.73K | ﹤0.01% | 497 |
|
|
2020
Q1 | – | Sell |
-1,914
| Closed | -$98.2K | – | 446 |
|
|
2019
Q4 | $98.2K | Buy |
1,914
+169
| +10% | +$8.68K | 0.01% | 233 |
|
|
2019
Q3 | $97K | Buy |
+1,745
| New | +$97K | 0.01% | 213 |
|
|
2019
Q2 | – | Sell |
-171
| Closed | -$7.36K | – | 448 |
|
|
2019
Q1 | $7.36K | Hold |
171
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $6K | Hold |
171
| – | – | ﹤0.01% | 331 |
|
|
2018
Q3 | $9K | Buy |
+171
| New | +$9K | ﹤0.01% | 305 |
|