Lenox Wealth Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-488
| Closed | -$1K | – | 614 |
|
|
2020
Q3 | $1K | Hold |
488
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $1K | Hold |
488
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $1K | Hold |
488
| – | – | ﹤0.01% | 647 |
|
|
2019
Q4 | $2K | Hold |
488
| – | – | ﹤0.01% | 578 |
|
|
2019
Q3 | $2K | Sell |
488
-6,791
| -93% | -$27.8K | ﹤0.01% | 481 |
|
|
2019
Q2 | $32K | Sell |
7,279
-260
| -3% | -$1.14K | 0.01% | 176 |
|
|
2019
Q1 | $31K | Hold |
7,539
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $30K | Hold |
7,539
| – | – | 0.01% | 163 |
|
|
2018
Q3 | $42K | Sell |
7,539
-5,857
| -44% | -$32.6K | 0.01% | 147 |
|
|
2018
Q2 | $66K | Sell |
13,396
-11,867
| -47% | -$58.5K | 0.01% | 115 |
|
|
2018
Q1 | $139K | Buy |
25,263
+19,471
| +336% | +$107K | 0.03% | 81 |
|
|
2017
Q4 | $30K | Buy |
+5,792
| New | +$30K | 0.01% | 123 |
|