Lloyd Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-138
| Closed | -$33K | – | 388 |
|
|
2021
Q2 | $33K | Hold |
138
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $32K | Hold |
138
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $29K | Hold |
138
| – | – | 0.02% | 154 |
|
|
2020
Q3 | $28K | Sell |
138
-16
| -10% | -$3.25K | 0.02% | 138 |
|
|
2020
Q2 | $30K | Hold |
154
| – | – | 0.02% | 141 |
|
|
2020
Q1 | $25K | Buy |
154
+150
| +3,750% | +$24.4K | 0.02% | 136 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 317 |
|