Providence Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,075
| Closed | -$1.13M | – | 97 |
|
|
2022
Q2 | $1.13M | Hold |
4,075
| – | – | 0.82% | 40 |
|
|
2022
Q1 | $1.34M | Hold |
4,075
| – | – | 0.86% | 38 |
|
|
2021
Q4 | $1.13M | Hold |
4,075
| – | – | 0.71% | 45 |
|
|
2021
Q3 | $1.18M | Hold |
4,075
| – | – | 0.82% | 40 |
|
|
2021
Q2 | $971K | Hold |
4,075
| – | – | 0.66% | 47 |
|
|
2021
Q1 | $938K | Hold |
4,075
| – | – | 0.69% | 47 |
|
|
2020
Q4 | $842K | Hold |
4,075
| – | – | 0.7% | 46 |
|
|
2020
Q3 | $841K | Hold |
4,075
| – | – | 0.83% | 42 |
|
|
2020
Q2 | $785K | Hold |
4,075
| – | – | 0.8% | 44 |
|
|
2020
Q1 | $655K | Hold |
4,075
| – | – | 0.79% | 45 |
|
|
2019
Q4 | $845K | Hold |
4,075
| – | – | 0.78% | 44 |
|
|
2019
Q3 | $789K | Hold |
4,075
| – | – | 0.7% | 51 |
|
|
2019
Q2 | $794K | Buy |
4,075
+25
| +0.6% | +$4.87K | 0.74% | 46 |
|
|
2019
Q1 | $696K | Hold |
4,050
| – | – | 0.65% | 52 |
|
|
2018
Q4 | $582K | Hold |
4,050
| – | – | 0.65% | 56 |
|
|
2018
Q3 | $623K | Hold |
4,050
| – | – | 0.57% | 57 |
|
|
2018
Q2 | $556K | Buy |
+4,050
| New | +$556K | 0.54% | 63 |
|