Holistic Financial Partners’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-644	Closed	-$90K	–	55
2018 Q1	$90K	Buy	644 +35	+6%	+$4.89K	0.08%	125
2017 Q4	$82K	Buy	+609	New	+$82K	0.07%	135