One Wealth Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-14,334
| Closed | -$55K | – | 114 |
|
|
2019
Q3 | $55K | Sell |
14,334
-1,277
| -8% | -$4.9K | 0.05% | 111 |
|
|
2019
Q2 | $69K | Sell |
15,611
-8,279
| -35% | -$36.6K | 0.06% | 120 |
|
|
2019
Q1 | $98K | Buy |
23,890
+9,289
| +64% | +$38.1K | 0.08% | 180 |
|
|
2018
Q4 | $58K | Sell |
14,601
-24,890
| -63% | -$98.9K | 0.06% | 105 |
|
|
2018
Q3 | $218K | Sell |
39,491
-23,566
| -37% | -$130K | 0.17% | 113 |
|
|
2018
Q2 | $311K | Sell |
63,057
-4,594
| -7% | -$22.7K | 0.25% | 76 |
|
|
2018
Q1 | $372K | Buy |
67,651
+2,174
| +3% | +$12K | 0.33% | 51 |
|
|
2017
Q4 | $335K | Buy |
+65,477
| New | +$335K | 0.27% | 59 |
|