Patriot Financial Group Insurance Agency’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,712
| Closed | -$7K | – | 1556 |
|
2019
Q4 | $7K | Hold |
1,712
| – | – | ﹤0.01% | 897 |
|
2019
Q3 | $7K | Sell |
1,712
-69
| -4% | -$282 | ﹤0.01% | 862 |
|
2019
Q2 | $8K | Sell |
1,781
-63
| -3% | -$283 | ﹤0.01% | 845 |
|
2019
Q1 | $8K | Hold |
1,844
| – | – | ﹤0.01% | 743 |
|
2018
Q4 | $7K | Hold |
1,844
| – | – | ﹤0.01% | 674 |
|
2018
Q3 | $10K | Buy |
+1,844
| New | +$10K | 0.01% | 615 |
|
2018
Q2 | – | Sell |
-3,129
| Closed | -$17K | – | 577 |
|
2018
Q1 | $17K | Buy |
+3,129
| New | +$17K | 0.01% | 498 |
|
2017
Q4 | – | Sell |
-3,129
| Closed | -$14K | – | 932 |
|
2017
Q3 | $14K | Sell |
3,129
-87
| -3% | -$389 | 0.01% | 479 |
|
2017
Q2 | $14K | Sell |
3,216
-92
| -3% | -$400 | 0.01% | 455 |
|
2017
Q1 | $13K | Hold |
3,308
| – | – | 0.01% | 441 |
|
2016
Q4 | $14K | Buy |
+3,308
| New | +$14K | 0.02% | 408 |
|