Lenox Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Sell |
5
-24
| -83% | -$9.6K | ﹤0.01% | 632 |
|
|
2021
Q4 | $9K | Buy |
29
+12
| +71% | +$3.72K | ﹤0.01% | 522 |
|
|
2021
Q3 | $5K | Buy |
17
+3
| +21% | +$882 | ﹤0.01% | 546 |
|
|
2021
Q2 | $3K | Sell |
14
-12
| -46% | -$2.57K | ﹤0.01% | 606 |
|
|
2021
Q1 | $6K | Buy |
26
+2
| +8% | +$462 | ﹤0.01% | 472 |
|
|
2020
Q4 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 494 |
|
|
2019
Q2 | – | Sell |
-42
| Closed | -$7K | – | 415 |
|
|
2019
Q1 | $7K | Buy |
+42
| New | +$7K | ﹤0.01% | 305 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$10K | – | 410 |
|
|
2018
Q2 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 356 |
|
|
2016
Q1 | – | Sell |
-45
| Closed | -$4K | – | 259 |
|
|
2015
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 238 |
|
|
2015
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 276 |
|
|
2015
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 227 |
|
|
2015
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 252 |
|
|
2014
Q4 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 256 |
|