JNBA Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-25
| Closed | -$8.34K | – | 641 |
|
|
2024
Q1 | $8.34K | Hold |
25
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $7.28K | Sell |
25
-16
| -39% | -$4.66K | ﹤0.01% | 502 |
|
|
2023
Q3 | $13.3K | Buy |
41
+16
| +64% | +$5.19K | ﹤0.01% | 436 |
|
|
2023
Q2 | $8.63K | Sell |
25
-14
| -36% | -$4.83K | ﹤0.01% | 485 |
|
|
2023
Q1 | $12.3K | Sell |
39
-5
| -11% | -$1.58K | ﹤0.01% | 452 |
|
|
2022
Q4 | $13.2K | Hold |
44
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $12K | Hold |
44
| – | – | ﹤0.01% | 432 |
|
|
2022
Q2 | $12K | Hold |
44
| – | – | ﹤0.01% | 463 |
|
|
2022
Q1 | $14K | Hold |
44
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $13K | Sell |
44
-185
| -81% | -$54.7K | ﹤0.01% | 487 |
|
|
2021
Q3 | $65K | Buy |
229
+185
| +420% | +$52.5K | 0.01% | 265 |
|
|
2021
Q2 | $11K | Hold |
44
| – | – | ﹤0.01% | 470 |
|
|
2021
Q1 | $10K | Hold |
44
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $9K | Buy |
+44
| New | +$9K | ﹤0.01% | 441 |
|
|
2018
Q4 | – | Sell |
-16,492
| Closed | -$2.54M | – | 528 |
|
|
2018
Q3 | $2.54M | Buy |
+16,492
| New | +$2.54M | 1.14% | 37 |
|
|
2016
Q4 | – | Sell |
-341
| Closed | -$38K | – | 525 |
|
|
2016
Q3 | $38K | Buy |
+341
| New | +$38K | 0.01% | 602 |
|