High Net Worth Advisory Group’s Aon AON Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-419
| Closed | -$126K | – | 215 |
|
2022
Q4 | $126K | Hold |
419
| – | – | 0.05% | 225 |
|
2022
Q3 | $112K | Hold |
419
| – | – | 0.05% | 227 |
|
2022
Q2 | $113K | Hold |
419
| – | – | 0.05% | 228 |
|
2022
Q1 | $136K | Hold |
419
| – | – | 0.05% | 217 |
|
2021
Q4 | $126K | Buy |
+419
| New | +$126K | 0.04% | 226 |
|