Kingsview Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-11,786
| Closed | -$45K | – | 463 |
|
2019
Q3 | $45K | Sell |
11,786
-6,896
| -37% | -$26.3K | 0.01% | 413 |
|
2019
Q2 | $82K | Buy |
18,682
+500
| +3% | +$2.2K | 0.01% | 401 |
|
2019
Q1 | $75K | Buy |
18,182
+3,502
| +24% | +$14.4K | 0.01% | 437 |
|
2018
Q4 | $58K | Sell |
14,680
-1,867
| -11% | -$7.38K | 0.01% | 345 |
|
2018
Q3 | $91K | Buy |
16,547
+991
| +6% | +$5.45K | 0.02% | 344 |
|
2018
Q2 | $77K | Buy |
+15,556
| New | +$77K | 0.02% | 310 |
|
2017
Q4 | – | Sell |
-17,400
| Closed | -$82K | – | 316 |
|
2017
Q3 | $82K | Buy |
+17,400
| New | +$82K | 0.04% | 271 |
|