Liberty Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30
| Closed | -$8K | – | 213 |
|
|
2021
Q3 | $8K | Buy |
30
+15
| +100% | +$4K | ﹤0.01% | 856 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 816 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 753 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 749 |
|
|
2020
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 690 |
|