Rowland Carmichael Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-45,040
| Closed | -$212K | – | 319 |
|
|
2017
Q3 | $212K | Sell |
45,040
-1,251
| -3% | -$5.89K | 0.12% | 224 |
|
|
2017
Q2 | $187K | Sell |
46,291
-1,323
| -3% | -$5.34K | 0.11% | 225 |
|
|
2017
Q1 | $188K | Hold |
47,614
| – | – | 0.11% | 221 |
|
|
2016
Q4 | $203K | Buy |
47,614
+15,134
| +47% | +$64.5K | 0.12% | 223 |
|
|
2016
Q3 | $96K | Sell |
32,480
-1,160
| -3% | -$3.43K | 0.06% | 235 |
|
|
2016
Q2 | $100K | Buy |
+33,640
| New | +$100K | 0.06% | 240 |
|