Liberty Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,452
| Closed | -$12K | – | 182 |
|
|
2021
Q3 | $12K | Buy |
2,452
+40
| +2% | +$196 | ﹤0.01% | 781 |
|
|
2021
Q2 | $9K | Sell |
2,412
-43
| -2% | -$160 | ﹤0.01% | 665 |
|
|
2021
Q1 | $10K | Buy |
2,455
+4
| +0.2% | +$16 | ﹤0.01% | 586 |
|
|
2020
Q4 | $9K | Sell |
2,451
-2
| -0.1% | -$7 | ﹤0.01% | 603 |
|
|
2020
Q3 | $6K | Buy |
2,453
+62
| +3% | +$152 | ﹤0.01% | 586 |
|
|
2020
Q2 | $6K | Buy |
+2,391
| New | +$6K | ﹤0.01% | 564 |
|
|
2020
Q1 | – | Sell |
-848
| Closed | -$3K | – | 876 |
|
|
2019
Q4 | $3K | Buy |
+848
| New | +$3K | ﹤0.01% | 716 |
|
|
2019
Q3 | – | Sell |
-398
| Closed | -$2K | – | 853 |
|
|
2019
Q2 | $2K | Sell |
398
-2,714
| -87% | -$13.6K | ﹤0.01% | 739 |
|
|
2019
Q1 | $12K | Buy |
3,112
+1,006
| +48% | +$3.88K | 0.01% | 403 |
|
|
2018
Q4 | $8K | Buy |
+2,106
| New | +$8K | 0.01% | 460 |
|