Red Door Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,343
| Closed | -$403K | – | 139 |
|
|
2021
Q4 | $403K | Sell |
1,343
-237
| -15% | -$71.1K | 0.13% | 115 |
|
|
2021
Q3 | $452K | Sell |
1,580
-65
| -4% | -$18.6K | 0.17% | 95 |
|
|
2021
Q2 | $392K | Buy |
+1,645
| New | +$392K | 0.15% | 102 |
|
|
2020
Q3 | – | Sell |
-42
| Closed | -$8K | – | 123 |
|
|
2020
Q2 | $8K | Hold |
42
| – | – | 0.01% | 325 |
|
|
2020
Q1 | $0 | Buy |
+42
| New | – | ﹤0.01% | 426 |
|