Lucia Wealth Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.22M | Buy |
5,921
+1,246
| +27% | +$257K | 0.29% | 63 |
|
|
2020
Q2 | $900K | Buy |
4,675
+1,200
| +35% | +$231K | 0.24% | 73 |
|
|
2020
Q1 | $574K | Buy |
+3,475
| New | +$574K | 0.19% | 95 |
|
|
2019
Q2 | – | Sell |
-1,482
| Closed | -$253K | – | 174 |
|
|
2019
Q1 | $253K | Sell |
1,482
-94
| -6% | -$16K | 0.09% | 112 |
|
|
2018
Q4 | $229K | Sell |
1,576
-762
| -33% | -$111K | 0.11% | 107 |
|
|
2018
Q3 | $360K | Sell |
2,338
-288
| -11% | -$44.3K | 0.11% | 110 |
|
|
2018
Q2 | $360K | Buy |
+2,626
| New | +$360K | 0.16% | 97 |
|