One Wealth Advisors’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,086
| Closed | -$54.5K | – | 199 |
|
|
2022
Q4 | $54.5K | Buy |
+1,086
| New | +$54.5K | 0.01% | 400 |
|
|
2019
Q2 | – | Sell |
-2,441
| Closed | -$75K | – | 122 |
|
|
2019
Q1 | $75K | Buy |
+2,441
| New | +$75K | 0.06% | 204 |
|
|
2018
Q4 | – | Sell |
-2,616
| Closed | -$66K | – | 109 |
|
|
2018
Q3 | $66K | Sell |
2,616
-68
| -3% | -$1.72K | 0.05% | 243 |
|
|
2018
Q2 | $59K | Hold |
2,684
| – | – | 0.05% | 253 |
|
|
2018
Q1 | $70K | Buy |
2,684
+75
| +3% | +$1.96K | 0.06% | 218 |
|
|
2017
Q4 | $64K | Buy |
+2,609
| New | +$64K | 0.05% | 256 |
|