Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,438
| Closed | -$73K | – | 258 |
|
|
2016
Q3 | $73K | Sell |
1,438
-632
| -31% | -$32.1K | 0.03% | 354 |
|
|
2016
Q2 | $99K | Sell |
2,070
-142
| -6% | -$6.79K | 0.04% | 312 |
|
|
2016
Q1 | $98K | Sell |
2,212
-30
| -1% | -$1.33K | 0.04% | 289 |
|
|
2015
Q4 | $92K | Sell |
2,242
-126
| -5% | -$5.17K | 0.04% | 289 |
|
|
2015
Q3 | $98K | Buy |
2,368
+52
| +2% | +$2.15K | 0.04% | 271 |
|
|
2015
Q2 | $110K | Buy |
2,316
+76
| +3% | +$3.61K | 0.04% | 269 |
|
|
2015
Q1 | $104K | Buy |
+2,240
| New | +$104K | 0.04% | 266 |
|