Morningstar Investment Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-41,666
| Closed | -$165K | – | 214 |
|
|
2016
Q1 | $165K | Buy |
41,666
+4,594
| +12% | +$18.2K | 0.01% | 211 |
|
|
2015
Q4 | $151K | Sell |
37,072
-5,728
| -13% | -$23.3K | 0.01% | 206 |
|
|
2015
Q3 | $177K | Buy |
42,800
+4,822
| +13% | +$19.9K | 0.01% | 205 |
|
|
2015
Q2 | $198K | Buy |
37,978
+2,951
| +8% | +$15.4K | 0.01% | 205 |
|
|
2015
Q1 | $192K | Buy |
35,027
+832
| +2% | +$4.56K | 0.01% | 203 |
|
|
2014
Q4 | $177K | Sell |
34,195
-3,311
| -9% | -$17.1K | 0.01% | 213 |
|
|
2014
Q3 | $213K | Buy |
37,506
+2,837
| +8% | +$16.1K | 0.01% | 206 |
|
|
2014
Q2 | $206K | Buy |
34,669
+8,430
| +32% | +$50.1K | 0.01% | 198 |
|
|
2014
Q1 | $164K | Buy |
26,239
+5,894
| +29% | +$36.8K | 0.01% | 194 |
|
|
2013
Q4 | $131K | Buy |
20,345
+5,403
| +36% | +$34.8K | 0.01% | 200 |
|
|
2013
Q3 | $78K | Buy |
+14,942
| New | +$78K | 0.01% | 194 |
|