Ruedi Wealth Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-238
| Closed | -$17.6K | – | 261 |
|
|
2023
Q4 | $17.6K | Sell |
238
-606
| -72% | -$44.8K | 0.01% | 113 |
|
|
2023
Q3 | $48K | Sell |
844
-1
| -0.1% | -$57 | 0.03% | 77 |
|
|
2023
Q2 | $53.4K | Hold |
845
| – | – | 0.03% | 75 |
|
|
2023
Q1 | $54.4K | Hold |
845
| – | – | 0.04% | 76 |
|
|
2022
Q4 | $42.4K | Buy |
+845
| New | +$42.4K | 0.03% | 76 |
|