Nicolet Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,750
| Closed | -$1M | – | 176 |
|
|
2020
Q4 | $1M | Hold |
4,750
| – | – | 0.14% | 62 |
|
|
2020
Q3 | $980K | Sell |
4,750
-2,564
| -35% | -$529K | 0.15% | 62 |
|
|
2020
Q2 | $1.41M | Hold |
7,314
| – | – | 0.22% | 61 |
|
|
2020
Q1 | $1.21M | Buy |
7,314
+4,812
| +192% | +$794K | 0.21% | 67 |
|
|
2019
Q4 | $521K | Hold |
2,502
| – | – | 0.08% | 96 |
|
|
2019
Q3 | $484K | Hold |
2,502
| – | – | 0.07% | 98 |
|
|
2019
Q2 | $483K | Hold |
2,502
| – | – | 0.07% | 87 |
|
|
2019
Q1 | $427K | Buy |
+2,502
| New | +$427K | 0.07% | 88 |
|