Loeb Partners Corp’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,500
| Closed | -$892K | – | 146 |
|
|
2018
Q2 | $892K | Hold |
6,500
| – | – | 0.23% | 95 |
|
|
2018
Q1 | $912K | Hold |
6,500
| – | – | 0.4% | 63 |
|
|
2017
Q4 | $871K | Hold |
6,500
| – | – | 0.26% | 79 |
|
|
2017
Q3 | $950K | Hold |
6,500
| – | – | 0.29% | 79 |
|
|
2017
Q2 | $864K | Hold |
6,500
| – | – | 0.25% | 90 |
|
|
2017
Q1 | $771K | Sell |
6,500
-5,000
| -43% | -$593K | 0.23% | 95 |
|
|
2016
Q4 | $1.28M | Buy |
+11,500
| New | +$1.28M | 0.43% | 60 |
|