Ropes Wealth Advisors’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-33
| Closed | -$1K | – | 262 |
|
|
2020
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 679 |
|
|
2020
Q3 | – | Sell |
-64
| Closed | -$2K | – | 603 |
|
|
2020
Q2 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 525 |
|
|
2019
Q1 | – | Sell |
-4,800
| Closed | -$189K | – | 509 |
|
|
2018
Q4 | $189K | Sell |
4,800
-14
| -0.3% | -$551 | 0.05% | 210 |
|
|
2018
Q3 | $256K | Hold |
4,814
| – | – | 0.06% | 204 |
|
|
2018
Q2 | $255K | Hold |
4,814
| – | – | 0.07% | 205 |
|
|
2018
Q1 | $262K | Buy |
4,814
+14
| +0.3% | +$762 | 0.07% | 198 |
|
|
2017
Q4 | $286K | Hold |
4,800
| – | – | 0.07% | 186 |
|
|
2017
Q3 | $295K | Hold |
4,800
| – | – | 0.08% | 183 |
|
|
2017
Q2 | $300K | Sell |
4,800
-900
| -16% | -$56.3K | 0.08% | 186 |
|
|
2017
Q1 | $356K | Hold |
5,700
| – | – | 0.1% | 167 |
|
|
2016
Q4 | $372K | Hold |
5,700
| – | – | 0.12% | 150 |
|
|
2016
Q3 | $338K | Buy |
5,700
+833
| +17% | +$49.4K | 0.11% | 151 |
|
|
2016
Q2 | $257K | Buy |
4,867
+67
| +1% | +$3.54K | 0.09% | 166 |
|
|
2016
Q1 | $259K | Sell |
4,800
-30
| -0.6% | -$1.62K | 0.11% | 131 |
|
|
2015
Q4 | $299K | Buy |
+4,830
| New | +$299K | 0.13% | 125 |
|