Roberts, Glore & Co’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,507
| Closed | -$274K | – | 140 |
|
|
2016
Q2 | $274K | Hold |
2,507
| – | – | 0.21% | 111 |
|
|
2016
Q1 | $262K | Hold |
2,507
| – | – | 0.2% | 118 |
|
|
2015
Q4 | $231K | Hold |
2,507
| – | – | 0.17% | 118 |
|
|
2015
Q3 | $222K | Hold |
2,507
| – | – | 0.17% | 119 |
|
|
2015
Q2 | $250K | Buy |
+2,507
| New | +$250K | 0.17% | 118 |
|