Measured Wealth Private Client Group’s Aon AON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,481
Closed -$354K 155
2021
Q2
$354K Buy
1,481
+420
+40% +$100K 0.11% 118
2021
Q1
$244K Buy
+1,061
New +$244K 0.09% 134