Kelly Financial Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-566
| Closed | -$3.47K | – | 124 |
|
|
2024
Q2 | $3.47K | Hold |
566
| – | – | ﹤0.01% | 532 |
|
|
2024
Q1 | $3.42K | Hold |
566
| – | – | ﹤0.01% | 537 |
|
|
2023
Q4 | $3.26K | Hold |
566
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $2.72K | Buy |
566
+27
| +5% | +$130 | ﹤0.01% | 521 |
|
|
2023
Q2 | $2.73K | Hold |
539
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $2.32K | Hold |
539
| – | – | ﹤0.01% | 515 |
|
|
2022
Q4 | $2.72K | Hold |
539
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $2.14K | Buy |
539
+11
| +2% | +$44 | ﹤0.01% | 496 |
|
|
2022
Q2 | $2.26K | Sell |
528
-12
| -2% | -$51 | ﹤0.01% | 486 |
|
|
2022
Q1 | $2.73K | Hold |
540
| – | – | ﹤0.01% | 495 |
|
|
2021
Q4 | $2.55K | Hold |
540
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $2.62K | Sell |
540
-1,649
| -75% | -$8.01K | ﹤0.01% | 488 |
|
|
2021
Q2 | $497K | Buy |
2,189
+1,650
| +306% | +$375K | 0.02% | 185 |
|
|
2021
Q1 | $2.35K | Hold |
539
| – | – | ﹤0.01% | 488 |
|
|
2020
Q4 | $1.97K | Hold |
539
| – | – | ﹤0.01% | 461 |
|
|
2020
Q3 | $1.27K | Buy |
539
+13
| +2% | +$31 | ﹤0.01% | 468 |
|
|
2020
Q2 | $1.43K | Hold |
526
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $1.21K | Hold |
526
| – | – | ﹤0.01% | 438 |
|
|
2019
Q4 | $2.2K | Hold |
526
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $2K | Buy |
526
+1
| +0.2% | +$4 | ﹤0.01% | 399 |
|
|
2019
Q2 | $2.31K | Hold |
525
| – | – | ﹤0.01% | 366 |
|
|
2019
Q1 | $2.16K | Buy |
+525
| New | +$2.16K | ﹤0.01% | 366 |
|