MLA
My Legacy Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,355
| Closed | -$793K | – | 201 |
|
|
2023
Q2 | $793K | Sell |
2,355
-87
| -4% | -$29.3K | 0.31% | 102 |
|
|
2023
Q1 | $781K | Sell |
2,442
-59
| -2% | -$18.9K | 0.34% | 102 |
|
|
2022
Q4 | $784K | Sell |
2,501
-151
| -6% | -$47.4K | 0.33% | 107 |
|
|
2022
Q3 | $718K | Buy |
2,652
+47
| +2% | +$12.7K | 0.36% | 98 |
|
|
2022
Q2 | $714K | Sell |
2,605
-20
| -0.8% | -$5.48K | 0.36% | 100 |
|
|
2022
Q1 | $855K | Buy |
+2,625
| New | +$855K | 0.4% | 80 |
|