Perigon Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,074
| Closed | -$66.4K | – | 1055 |
|
|
2025
Q1 | $66.4K | Sell |
10,074
-409
| -4% | -$2.7K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $66.1K | Sell |
10,483
-54
| -0.5% | -$341 | ﹤0.01% | 1024 |
|
|
2024
Q3 | $67.3K | Sell |
10,537
-394
| -4% | -$2.52K | ﹤0.01% | 979 |
|
|
2024
Q2 | $67K | Buy |
10,931
+407
| +4% | +$2.5K | ﹤0.01% | 850 |
|
|
2024
Q1 | $63.7K | Buy |
+10,524
| New | +$63.7K | ﹤0.01% | 840 |
|