Motive Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-668
| Closed | -$200K | – | 52 |
|
|
2022
Q4 | $200K | Sell |
668
-124
| -16% | -$37.2K | 0.15% | 58 |
|
|
2022
Q3 | $212K | Sell |
792
-372
| -32% | -$99.6K | 0.17% | 58 |
|
|
2022
Q2 | $314K | Sell |
1,164
-813
| -41% | -$219K | 0.25% | 59 |
|
|
2022
Q1 | $644K | Buy |
+1,977
| New | +$644K | 0.44% | 46 |
|