Rowland Carmichael Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,471
| Closed | -$723K | – | 326 |
|
|
2019
Q4 | $723K | Buy |
3,471
+878
| +34% | +$183K | 0.25% | 116 |
|
|
2019
Q3 | $502K | Sell |
2,593
-325
| -11% | -$62.9K | 0.17% | 139 |
|
|
2019
Q2 | $563K | Sell |
2,918
-46
| -2% | -$8.88K | 0.19% | 134 |
|
|
2019
Q1 | $506K | Buy |
+2,964
| New | +$506K | 0.19% | 143 |
|