ProVise Management Group’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-70,543
| Closed | -$162K | – | 276 |
|
|
2020
Q1 | $162K | Hold |
70,543
| – | – | 0.03% | 245 |
|
|
2019
Q4 | $295K | Sell |
70,543
-2,289
| -3% | -$9.57K | 0.04% | 247 |
|
|
2019
Q3 | $278K | Sell |
72,832
-2,913
| -4% | -$11.1K | 0.04% | 249 |
|
|
2019
Q2 | $332K | Buy |
+75,745
| New | +$332K | 0.04% | 237 |
|
|
2018
Q3 | – | Sell |
-82,525
| Closed | -$407 | – | 324 |
|
|
2018
Q2 | $407 | Buy |
+82,525
| New | +$407 | 0.03% | 239 |
|