KPW
Kore Private Wealth’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $555K | Sell |
2,071
-5
| -0.2% | -$1.34K | 0.1% | 124 |
|
|
2022
Q2 | $560K | Buy |
2,076
+17
| +0.8% | +$4.59K | 0.09% | 150 |
|
|
2022
Q1 | $670K | Sell |
2,059
-210
| -9% | -$68.3K | 0.08% | 148 |
|
|
2021
Q4 | $682K | Sell |
2,269
-681
| -23% | -$205K | 0.08% | 139 |
|
|
2021
Q3 | $843K | Buy |
2,950
+19
| +0.6% | +$5.43K | 0.09% | 172 |
|
|
2021
Q2 | $700K | Sell |
2,931
-116
| -4% | -$27.7K | 0.08% | 178 |
|
|
2021
Q1 | $701K | Buy |
3,047
+7
| +0.2% | +$1.61K | 0.09% | 152 |
|
|
2020
Q4 | $642K | Sell |
3,040
-26
| -0.8% | -$5.49K | 0.1% | 139 |
|
|
2020
Q3 | $633K | Buy |
+3,066
| New | +$633K | 0.12% | 117 |
|
|
2020
Q2 | – | Sell |
-3,120
| Closed | -$515K | – | 1155 |
|
|
2020
Q1 | $515K | Buy |
3,120
+42
| +1% | +$6.93K | 0.12% | 115 |
|
|
2019
Q4 | $641K | Buy |
3,078
+62
| +2% | +$12.9K | 0.12% | 121 |
|
|
2019
Q3 | $572K | Buy |
3,016
+58
| +2% | +$11K | 0.13% | 121 |
|
|
2019
Q2 | $571K | Sell |
2,958
-8
| -0.3% | -$1.54K | 0.13% | 119 |
|
|
2019
Q1 | $506K | Sell |
2,966
-90
| -3% | -$15.4K | 0.11% | 121 |
|
|
2018
Q4 | $444K | Buy |
+3,056
| New | +$444K | 0.12% | 132 |
|