MYCIO Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-80,005
| Closed | -$7.62M | – | 43 |
|
|
2019
Q4 | $7.62M | Sell |
80,005
-19,136
| -19% | -$1.82M | 0.5% | 28 |
|
|
2019
Q3 | $8.88M | Buy |
99,141
+14
| +0% | +$1.25K | 0.66% | 25 |
|
|
2019
Q2 | $8.68M | Buy |
99,127
+23
| +0% | +$2.02K | 0.68% | 24 |
|
|
2019
Q1 | $7.74M | Buy |
99,104
+26
| +0% | +$2.03K | 0.64% | 26 |
|
|
2018
Q4 | $7.3M | Buy |
99,078
+90,036
| +996% | +$6.64M | 0.68% | 23 |
|
|
2018
Q3 | $673K | Hold |
9,042
| – | – | 0.07% | 126 |
|
|
2018
Q2 | $590K | Hold |
9,042
| – | – | 0.06% | 138 |
|
|
2018
Q1 | $621K | Hold |
9,042
| – | – | 0.07% | 113 |
|
|
2017
Q4 | $572K | Hold |
9,042
| – | – | 0.06% | 126 |
|
|
2017
Q3 | $557K | Buy |
9,042
+2,000
| +28% | +$123K | 0.06% | 123 |
|
|
2017
Q2 | $403K | Buy |
+7,042
| New | +$403K | 0.05% | 141 |
|