Mosaic Family Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-148
| Closed | -$25K | – | 190 |
|
|
2019
Q1 | $25K | Hold |
148
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $22K | Hold |
148
| – | – | 0.01% | 415 |
|
|
2018
Q3 | $24K | Hold |
148
| – | – | 0.01% | 412 |
|
|
2018
Q2 | $20K | Sell |
148
-159
| -52% | -$21.5K | 0.01% | 462 |
|
|
2018
Q1 | $43K | Hold |
307
| – | – | 0.02% | 326 |
|
|
2017
Q4 | $41K | Buy |
+307
| New | +$41K | 0.01% | 351 |
|
|
2016
Q3 | – | Sell |
-113
| Closed | -$13K | – | 745 |
|
|
2016
Q2 | $13K | Hold |
113
| – | – | 0.01% | 493 |
|
|
2016
Q1 | $11K | Sell |
113
-495
| -81% | -$48.2K | 0.01% | 510 |
|
|
2015
Q4 | $56K | Buy |
+608
| New | +$56K | 0.02% | 307 |
|