Institute for Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,981
| Closed | -$97.8K | – | 503 |
|
|
2023
Q4 | $97.8K | Buy |
+16,981
| New | +$97.8K | 0.02% | 475 |
|
|
2023
Q3 | – | Sell |
-20,238
| Closed | -$103K | – | 450 |
|
|
2023
Q2 | $103K | Buy |
20,238
+85
| +0.4% | +$431 | 0.02% | 447 |
|
|
2023
Q1 | $86.7K | Buy |
20,153
+43
| +0.2% | +$185 | 0.02% | 436 |
|
|
2022
Q4 | $101K | Sell |
20,110
-3,317
| -14% | -$16.7K | 0.02% | 437 |
|
|
2022
Q3 | $93K | Sell |
23,427
-49,508
| -68% | -$197K | 0.02% | 434 |
|
|
2022
Q2 | $312K | Sell |
72,935
-1,581
| -2% | -$6.76K | 0.06% | 382 |
|
|
2022
Q1 | $377K | Buy |
74,516
+45,501
| +157% | +$230K | 0.06% | 349 |
|
|
2021
Q4 | $137K | Sell |
29,015
-6,264
| -18% | -$29.6K | 0.02% | 479 |
|
|
2021
Q3 | $172K | Sell |
35,279
-1,352
| -4% | -$6.59K | 0.03% | 461 |
|
|
2021
Q2 | $142K | Sell |
36,631
-12,035
| -25% | -$46.7K | 0.02% | 472 |
|
|
2021
Q1 | $212K | Sell |
48,666
-16,406
| -25% | -$71.5K | 0.04% | 431 |
|
|
2020
Q4 | $237K | Sell |
65,072
-8,497
| -12% | -$30.9K | 0.05% | 389 |
|
|
2020
Q3 | $174K | Sell |
73,569
-11,735
| -14% | -$27.8K | 0.04% | 397 |
|
|
2020
Q2 | $231K | Sell |
85,304
-7,025
| -8% | -$19K | 0.06% | 369 |
|
|
2020
Q1 | $212K | Sell |
92,329
-19,645
| -18% | -$45.1K | 0.07% | 353 |
|
|
2019
Q4 | $468K | Sell |
111,974
-11,346
| -9% | -$47.4K | 0.11% | 264 |
|
|
2019
Q3 | $472K | Sell |
123,320
-8,119
| -6% | -$31.1K | 0.12% | 245 |
|
|
2019
Q2 | $578K | Sell |
131,439
-72,156
| -35% | -$317K | 0.13% | 232 |
|
|
2019
Q1 | $3.47M | Buy |
203,595
+7,454
| +4% | +$127K | 0.75% | 21 |
|
|
2018
Q4 | $776K | Buy |
196,141
+19,737
| +11% | +$78.1K | 0.32% | 92 |
|
|
2018
Q3 | $996K | Sell |
176,404
-19,545
| -10% | -$110K | 0.34% | 100 |
|
|
2018
Q2 | $965K | Sell |
195,949
-14,476
| -7% | -$71.3K | 0.31% | 114 |
|
|
2018
Q1 | $1.2M | Buy |
210,425
+109,026
| +108% | +$622K | 0.35% | 96 |
|
|
2017
Q4 | $522K | Buy |
101,399
+27,549
| +37% | +$142K | 0.12% | 218 |
|
|
2017
Q3 | $348K | Buy |
73,850
+55,717
| +307% | +$263K | 0.11% | 215 |
|
|
2017
Q2 | $74K | Buy |
+18,133
| New | +$74K | 0.02% | 406 |
|