Mosaic Family Wealth’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$52K | – | 178 |
|
|
2019
Q1 | $52K | Sell |
1,200
-285
| -19% | -$12.4K | 0.02% | 309 |
|
|
2018
Q4 | $59K | Sell |
1,485
-100
| -6% | -$3.97K | 0.02% | 288 |
|
|
2018
Q3 | $67K | Buy |
1,585
+400
| +34% | +$16.9K | 0.03% | 278 |
|
|
2018
Q2 | $63K | Sell |
1,185
-500
| -30% | -$26.6K | 0.02% | 274 |
|
|
2018
Q1 | $92K | Sell |
1,685
-500
| -23% | -$27.3K | 0.03% | 234 |
|
|
2017
Q4 | $130K | Sell |
2,185
-8,925
| -80% | -$531K | 0.05% | 207 |
|
|
2017
Q3 | $682K | Buy |
11,110
+910
| +9% | +$55.9K | 0.26% | 67 |
|
|
2017
Q2 | $638K | Buy |
10,200
+600
| +6% | +$37.5K | 0.27% | 70 |
|
|
2017
Q1 | $599K | Sell |
9,600
-200
| -2% | -$12.5K | 0.26% | 68 |
|
|
2016
Q4 | $641K | Buy |
9,800
+4,700
| +92% | +$307K | 0.3% | 63 |
|
|
2016
Q3 | $303K | Buy |
+5,100
| New | +$303K | 0.14% | 126 |
|
|
2016
Q2 | – | Sell |
-89
| Closed | -$4K | – | 785 |
|
|
2016
Q1 | $4K | Sell |
89
-6
| -6% | -$270 | ﹤0.01% | 614 |
|
|
2015
Q4 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 582 |
|