Mark Sheptoff Financial Planning’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-200
| Closed | -$11K | – | 361 |
|
|
2018
Q1 | $11K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2017
Q4 | $12K | Sell |
200
-100
| -33% | -$6K | 0.01% | 266 |
|
|
2017
Q3 | $18K | Hold |
300
| – | – | 0.01% | 246 |
|
|
2017
Q2 | $19K | Sell |
300
-1
| -0.3% | -$63 | 0.01% | 229 |
|
|
2017
Q1 | $19K | Buy |
301
+1
| +0.3% | +$63 | 0.01% | 229 |
|
|
2016
Q4 | $20K | Hold |
300
| – | – | 0.01% | 217 |
|
|
2016
Q3 | $18K | Hold |
300
| – | – | 0.01% | 221 |
|
|
2016
Q2 | $16K | Hold |
300
| – | – | 0.01% | 223 |
|
|
2016
Q1 | $16K | Hold |
300
| – | – | 0.01% | 220 |
|
|
2015
Q4 | $19K | Hold |
300
| – | – | 0.02% | 221 |
|
|
2015
Q3 | $17K | Sell |
300
-23
| -7% | -$1.3K | 0.01% | 218 |
|
|
2015
Q2 | $20K | Buy |
323
+23
| +8% | +$1.42K | 0.02% | 223 |
|
|
2015
Q1 | $16K | Sell |
300
-1,800
| -86% | -$96K | 0.01% | 236 |
|
|
2014
Q4 | $118K | Sell |
2,100
-410
| -16% | -$23K | 0.1% | 124 |
|
|
2014
Q3 | $136K | Sell |
2,510
-210
| -8% | -$11.4K | 0.12% | 124 |
|
|
2014
Q2 | $148K | Buy |
2,720
+2,700
| +13,500% | +$147K | 0.13% | 119 |
|
|
2014
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 342 |
|