MWPCG
Measured Wealth Private Client Group’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,041
| Closed | -$606K | – | 176 |
|
|
2023
Q1 | $606K | Buy |
12,041
+2,452
| +26% | +$123K | 0.23% | 60 |
|
|
2022
Q4 | $606K | Buy |
9,589
+2,682
| +39% | +$170K | 0.25% | 56 |
|
|
2022
Q3 | $328K | Sell |
6,907
-2,138
| -24% | -$102K | 0.14% | 95 |
|
|
2022
Q2 | $462K | Buy |
9,045
+4,919
| +119% | +$251K | 0.2% | 75 |
|
|
2022
Q1 | $259K | Buy |
+4,126
| New | +$259K | 0.1% | 134 |
|
|
2018
Q4 | – | Sell |
-1,281
| Closed | -$66K | – | 120 |
|
|
2018
Q3 | $66K | Buy |
+1,281
| New | +$66K | 0.04% | 289 |
|