Icon Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-101
| Closed | -$8K | – | 182 |
|
|
2019
Q1 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 695 |
|
|
2018
Q3 | – | Sell |
-421
| Closed | -$27K | – | 282 |
|
|
2018
Q2 | $27K | Buy |
+421
| New | +$27K | 0.01% | 518 |
|
|
2018
Q1 | – | Sell |
-390
| Closed | -$25K | – | 266 |
|
|
2017
Q4 | $25K | Buy |
+390
| New | +$25K | 0.01% | 560 |
|