Omnia Family Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13
| Closed | -$2K | – | 127 |
|
|
2019
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 388 |
|
|
2018
Q3 | $2K | Hold |
13
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 399 |
|
|
2018
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 410 |
|
|
2017
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 410 |
|
|
2017
Q3 | $2K | Sell |
13
-28
| -68% | -$4.31K | ﹤0.01% | 427 |
|
|
2017
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 377 |
|
|
2017
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 361 |
|
|
2016
Q4 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 361 |
|