Resurgent Financial Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-193
| Closed | -$56.2K | – | 206 |
|
|
2023
Q4 | $56.2K | Buy |
193
+1
| +0.5% | +$291 | 0.03% | 314 |
|
|
2023
Q3 | $62.3K | Sell |
192
-166
| -46% | -$53.8K | 0.04% | 289 |
|
|
2023
Q2 | $124K | Sell |
358
-4
| -1% | -$1.38K | 0.08% | 206 |
|
|
2023
Q1 | $114K | Buy |
362
+20
| +6% | +$6.31K | 0.08% | 211 |
|
|
2022
Q4 | $103K | Buy |
+342
| New | +$103K | 0.05% | 302 |
|