Ropes Wealth Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-24
| Closed | -$5K | – | 281 |
|
|
2020
Q4 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 567 |
|
|
2020
Q3 | – | Sell |
-27
| Closed | -$5K | – | 605 |
|
|
2020
Q2 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 484 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | -$1K | – | 516 |
|
|
2017
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 495 |
|
|
2016
Q1 | – | Sell |
-58
| Closed | -$5K | – | 461 |
|
|
2015
Q4 | $5K | Buy |
58
+50
| +625% | +$4.31K | ﹤0.01% | 363 |
|
|
2015
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 389 |
|