Live Oak Private Wealth’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,476
| Closed | -$283K | – | 165 |
|
|
2022
Q4 | $283K | Sell |
4,476
-808
| -15% | -$51.1K | 0.06% | 136 |
|
|
2022
Q3 | $251K | Sell |
5,284
-400
| -7% | -$19K | 0.06% | 142 |
|
|
2022
Q2 | $291K | Hold |
5,684
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $357K | Hold |
5,684
| – | – | 0.07% | 136 |
|
|
2021
Q4 | $323K | Sell |
5,684
-500
| -8% | -$28.4K | 0.06% | 148 |
|
|
2021
Q3 | $339K | Sell |
6,184
-500
| -7% | -$27.4K | 0.07% | 141 |
|
|
2021
Q2 | $318K | Hold |
6,684
| – | – | 0.07% | 136 |
|
|
2021
Q1 | $309K | Sell |
6,684
-77
| -1% | -$3.56K | 0.08% | 129 |
|
|
2020
Q4 | $256K | Buy |
+6,761
| New | +$256K | 0.07% | 130 |
|
|
2020
Q3 | – | Sell |
-8,199
| Closed | -$256K | – | 134 |
|
|
2020
Q2 | $256K | Sell |
8,199
-854
| -9% | -$26.7K | 0.09% | 117 |
|
|
2020
Q1 | $220K | Buy |
9,053
+4,524
| +100% | +$110K | 0.23% | 68 |
|
|
2019
Q4 | $232K | Buy |
+4,529
| New | +$232K | 0.23% | 72 |
|