Institute for Wealth Management’s Aon AON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-703	Closed	-$211K	–	446
2022 Q4	$211K	Buy	+703	New	+$211K	0.04%	410
2022 Q2	–	Sell	-662	Closed	-$216K	–	529
2022 Q1	$216K	Buy	+662	New	+$216K	0.03%	493