Mount Yale Investment Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-52,046
| Closed | -$120K | – | 332 |
|
|
2020
Q1 | $120K | Buy |
+52,046
| New | +$120K | 0.03% | 281 |
|
|
2019
Q4 | – | Sell |
-43,728
| Closed | -$188K | – | 320 |
|
|
2019
Q3 | $188K | Buy |
+43,728
| New | +$188K | 0.03% | 297 |
|
|
2018
Q4 | – | Sell |
-6,800
| Closed | -$37K | – | 319 |
|
|
2018
Q3 | $37K | Sell |
6,800
-184
| -3% | -$1K | 0.01% | 663 |
|
|
2018
Q2 | $34K | Sell |
6,984
-425
| -6% | -$2.07K | 0.01% | 701 |
|
|
2018
Q1 | $41K | Buy |
+7,409
| New | +$41K | 0.01% | 648 |
|