Rikoon Group’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,381
| Closed | -$459K | – | 213 |
|
|
2020
Q2 | $459K | Buy |
+2,381
| New | +$459K | 0.15% | 126 |
|
|
2020
Q1 | – | Sell |
-3,643
| Closed | -$759K | – | 188 |
|
|
2019
Q4 | $759K | Sell |
3,643
-15
| -0.4% | -$3.13K | 0.26% | 99 |
|
|
2019
Q3 | $708K | Sell |
3,658
-225
| -6% | -$43.5K | 0.26% | 97 |
|
|
2019
Q2 | $749K | Hold |
3,883
| – | – | 0.28% | 91 |
|
|
2019
Q1 | $663K | Sell |
3,883
-566
| -13% | -$96.6K | 0.25% | 97 |
|
|
2018
Q4 | $647K | Hold |
4,449
| – | – | 0.27% | 95 |
|
|
2018
Q3 | $684K | Sell |
4,449
-175
| -4% | -$26.9K | 0.24% | 98 |
|
|
2018
Q2 | $634K | Sell |
4,624
-273
| -6% | -$37.4K | 0.24% | 97 |
|
|
2018
Q1 | $676K | Hold |
4,897
| – | – | 0.27% | 94 |
|
|
2017
Q4 | $656K | Sell |
4,897
-294
| -6% | -$39.4K | 0.27% | 94 |
|
|
2017
Q3 | $758K | Sell |
5,191
-75
| -1% | -$11K | 0.33% | 89 |
|
|
2017
Q2 | $700K | Sell |
5,266
-100
| -2% | -$13.3K | 0.31% | 90 |
|
|
2017
Q1 | $643K | Sell |
5,366
-252
| -4% | -$30.2K | 0.28% | 95 |
|
|
2016
Q4 | $649K | Buy |
5,618
+905
| +19% | +$105K | 0.29% | 95 |
|
|
2016
Q3 | $530K | Buy |
+4,713
| New | +$530K | 0.42% | 69 |
|