Inverness Counsel’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $764K | Buy |
2,851
+203
| +8% | +$54.4K | 0.04% | 99 |
|
2022
Q2 | $714K | Sell |
2,648
-11
| -0.4% | -$2.97K | 0.04% | 97 |
|
2022
Q1 | $866K | Buy |
2,659
+1,382
| +108% | +$450K | 0.04% | 95 |
|
2021
Q4 | $384K | Sell |
1,277
-615
| -33% | -$185K | 0.01% | 134 |
|
2021
Q3 | $541K | Buy |
1,892
+895
| +90% | +$256K | 0.02% | 116 |
|
2021
Q2 | $238K | Buy |
+997
| New | +$238K | 0.01% | 158 |
|