MYCIO Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,175
| Closed | -$2.95M | – | 49 |
|
|
2019
Q4 | $2.95M | Buy |
14,175
+142
| +1% | +$29.6K | 0.19% | 59 |
|
|
2019
Q3 | $2.72M | Buy |
14,033
+33
| +0.2% | +$6.39K | 0.2% | 51 |
|
|
2019
Q2 | $2.7M | Hold |
14,000
| – | – | 0.21% | 49 |
|
|
2019
Q1 | $2.39M | Hold |
14,000
| – | – | 0.2% | 51 |
|
|
2018
Q4 | $2.04M | Hold |
14,000
| – | – | 0.19% | 54 |
|
|
2018
Q3 | $2.15M | Hold |
14,000
| – | – | 0.21% | 46 |
|
|
2018
Q2 | $1.92M | Hold |
14,000
| – | – | 0.2% | 52 |
|
|
2018
Q1 | $1.97M | Hold |
14,000
| – | – | 0.22% | 45 |
|
|
2017
Q4 | $1.88M | Hold |
14,000
| – | – | 0.2% | 48 |
|
|
2017
Q3 | $2.05M | Buy |
+14,000
| New | +$2.05M | 0.23% | 44 |
|
|
2016
Q4 | – | Sell |
-88
| Closed | -$10K | – | 242 |
|
|
2016
Q3 | $10K | Sell |
88
-35
| -28% | -$3.98K | ﹤0.01% | 566 |
|
|
2016
Q2 | $13K | Buy |
123
+35
| +40% | +$3.7K | ﹤0.01% | 525 |
|
|
2016
Q1 | $9K | Hold |
88
| – | – | ﹤0.01% | 530 |
|
|
2015
Q4 | $8K | Hold |
88
| – | – | ﹤0.01% | 556 |
|
|
2015
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 588 |
|
|
2015
Q2 | $9K | Hold |
88
| – | – | ﹤0.01% | 528 |
|
|
2015
Q1 | $8K | Hold |
88
| – | – | ﹤0.01% | 501 |
|
|
2014
Q4 | $8K | Hold |
88
| – | – | ﹤0.01% | 482 |
|
|
2014
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 468 |
|
|
2014
Q2 | $8K | Hold |
88
| – | – | ﹤0.01% | 488 |
|
|
2014
Q1 | $7K | Hold |
88
| – | – | ﹤0.01% | 491 |
|
|
2013
Q4 | $7K | Hold |
88
| – | – | ﹤0.01% | 473 |
|
|
2013
Q3 | $7K | Hold |
88
| – | – | ﹤0.01% | 430 |
|
|
2013
Q2 | $6K | Buy |
+88
| New | +$6K | ﹤0.01% | 455 |
|