Nelson Capital Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18,211
| Closed | -$72K | – | 91 |
|
|
2022
Q3 | $72K | Sell |
18,211
-434
| -2% | -$1.72K | 0.02% | 96 |
|
|
2022
Q2 | $80K | Sell |
18,645
-396
| -2% | -$1.7K | 0.02% | 97 |
|
|
2022
Q1 | $96K | Buy |
19,041
+209
| +1% | +$1.05K | 0.02% | 105 |
|
|
2021
Q4 | $89K | Hold |
18,832
| – | – | 0.02% | 106 |
|
|
2021
Q3 | $92K | Sell |
18,832
-1,961
| -9% | -$9.58K | 0.02% | 98 |
|
|
2021
Q2 | $81K | Sell |
20,793
-352
| -2% | -$1.37K | 0.02% | 98 |
|
|
2021
Q1 | $92K | Hold |
21,145
| – | – | 0.02% | 98 |
|
|
2020
Q4 | $77K | Hold |
21,145
| – | – | 0.02% | 95 |
|
|
2020
Q3 | $50K | Hold |
21,145
| – | – | 0.01% | 96 |
|
|
2020
Q2 | $57K | Hold |
21,145
| – | – | 0.01% | 91 |
|
|
2020
Q1 | $49K | Hold |
21,145
| – | – | 0.01% | 87 |
|
|
2019
Q4 | $88K | Buy |
+21,145
| New | +$88K | 0.02% | 100 |
|
|
2018
Q1 | – | Sell |
-1,476
| Closed | -$8K | – | 260 |
|
|
2017
Q4 | $8K | Buy |
+1,476
| New | +$8K | ﹤0.01% | 240 |
|