Lyell Wealth Management’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,644
| Closed | -$217K | – | 107 |
|
|
2017
Q4 | $217K | Buy |
3,644
+38
| +1% | +$2.26K | 0.09% | 103 |
|
|
2017
Q3 | $221K | Hold |
3,606
| – | – | 0.1% | 100 |
|
|
2017
Q2 | $225K | Buy |
3,606
+18
| +0.5% | +$1.12K | 0.11% | 95 |
|
|
2017
Q1 | $224K | Buy |
3,588
+19
| +0.5% | +$1.19K | 0.12% | 95 |
|
|
2016
Q4 | $233K | Buy |
+3,569
| New | +$233K | 0.14% | 89 |
|