Northwest & Ethical Investments’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $928K | Buy |
+2,629
| New | +$928K | 0.02% | 336 |
|
2024
Q4 | – | Sell |
-955
| Closed | -$330K | – | 471 |
|
2024
Q3 | $330K | Buy |
+955
| New | +$330K | 0.01% | 380 |
|
2024
Q1 | – | Sell |
-1,741
| Closed | -$507K | – | 479 |
|
2023
Q4 | $507K | Hold |
1,741
| – | – | 0.02% | 312 |
|
2023
Q3 | $564K | Buy |
+1,741
| New | +$564K | 0.02% | 313 |
|
2018
Q3 | – | Sell |
-14,300
| Closed | -$1.96M | – | 364 |
|
2018
Q2 | $1.96M | Buy |
14,300
+10,000
| +233% | +$1.37M | 0.13% | 224 |
|
2018
Q1 | $603K | Sell |
4,300
-2,250
| -34% | -$316K | 0.04% | 303 |
|
2017
Q4 | $878K | Sell |
6,550
-3,790
| -37% | -$508K | 0.06% | 291 |
|
2017
Q3 | $1.51M | Buy |
10,340
+680
| +7% | +$99.3K | 0.09% | 244 |
|
2017
Q2 | $1.28M | Sell |
9,660
-1,100
| -10% | -$146K | 0.09% | 253 |
|
2017
Q1 | $1.28M | Sell |
10,760
-2,040
| -16% | -$242K | 0.09% | 249 |
|
2016
Q4 | $1.43M | Buy |
12,800
+4,840
| +61% | +$540K | 0.1% | 228 |
|
2016
Q3 | $895K | Buy |
+7,960
| New | +$895K | 0.06% | 249 |
|