Keudell/Morrison Wealth Management’s American International AIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,887
| Closed | -$214K | – | 220 |
|
2024
Q2 | $214K | Sell |
2,887
-7
| -0.2% | -$520 | 0.06% | 191 |
|
2024
Q1 | $226K | Buy |
+2,894
| New | +$226K | 0.07% | 187 |
|
2023
Q1 | – | Sell |
-3,821
| Closed | -$242K | – | 184 |
|
2022
Q4 | $242K | Buy |
+3,821
| New | +$242K | 0.08% | 162 |
|
2022
Q2 | – | Sell |
-3,832
| Closed | -$241K | – | 172 |
|
2022
Q1 | $241K | Buy |
3,832
+39
| +1% | +$2.45K | 0.1% | 160 |
|
2021
Q4 | $216K | Sell |
3,793
-110
| -3% | -$6.26K | 0.09% | 176 |
|
2021
Q3 | $214K | Buy |
+3,903
| New | +$214K | 0.09% | 164 |
|
2020
Q1 | – | Sell |
-4,059
| Closed | -$208K | – | 137 |
|
2019
Q4 | $208K | Buy |
4,059
+43
| +1% | +$2.2K | 0.14% | 143 |
|
2019
Q3 | $224K | Buy |
4,016
+17
| +0.4% | +$948 | 0.18% | 132 |
|
2019
Q2 | $218K | Buy |
+3,999
| New | +$218K | 0.19% | 127 |
|