Plante Moran Financial 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 |
-286
| Closed | -$1K | – | 740 |
|
|
2019
Q3 | $1K | Buy |
+286
| New | +$1K | ﹤0.01% | 811 |
|
|
2018
Q2 | – | Sell |
-7,597
| Closed | -$42K | – | 805 |
|
|
2018
Q1 | $42K | Sell |
7,597
-3,492
| -31% | -$19.3K | 0.02% | 375 |
|
|
2017
Q4 | $57K | Buy |
11,089
+2,082
| +23% | +$10.7K | 0.03% | 311 |
|
|
2017
Q3 | $42K | Sell |
9,007
-1,652
| -15% | -$7.7K | 0.03% | 340 |
|
|
2017
Q2 | $43K | Buy |
+10,659
| New | +$43K | 0.03% | 340 |
|