Pinnacle Wealth Planning Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,692
| Closed | -$46K | – | 458 |
|
|
2023
Q1 | $46K | Sell |
10,692
-32
| -0.3% | -$138 | 0.01% | 462 |
|
|
2022
Q4 | $54K | Sell |
10,724
-4,910
| -31% | -$24.7K | 0.01% | 430 |
|
|
2022
Q3 | $62K | Sell |
15,634
-446
| -3% | -$1.77K | 0.01% | 387 |
|
|
2022
Q2 | $69K | Sell |
16,080
-342
| -2% | -$1.47K | 0.01% | 400 |
|
|
2022
Q1 | $83K | Hold |
16,422
| – | – | 0.02% | 412 |
|
|
2021
Q4 | $78K | Sell |
16,422
-1,356
| -8% | -$6.44K | 0.02% | 402 |
|
|
2021
Q3 | $87K | Buy |
+17,778
| New | +$87K | 0.02% | 359 |
|
|
2021
Q1 | – | Sell |
-2,639
| Closed | -$10K | – | 365 |
|
|
2020
Q4 | $10K | Buy |
+2,639
| New | +$10K | ﹤0.01% | 1373 |
|
|
2020
Q2 | – | Sell |
-15,841
| Closed | -$35K | – | 269 |
|
|
2020
Q1 | $35K | Buy |
+15,841
| New | +$35K | 0.02% | 228 |
|