Schechter Investment Advisors’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,228
| Closed | -$99.5K | – | 677 |
|
|
2024
Q2 | $99.5K | Hold |
16,228
| – | – | 0.01% | 582 |
|
|
2024
Q1 | $98.2K | Sell |
16,228
-73,530
| -82% | -$445K | 0.01% | 595 |
|
|
2023
Q4 | $517K | Sell |
89,758
-9,473
| -10% | -$54.6K | 0.04% | 347 |
|
|
2023
Q3 | $476K | Sell |
99,231
-2,560
| -3% | -$12.3K | 0.05% | 353 |
|
|
2023
Q2 | $516K | Sell |
101,791
-729
| -0.7% | -$3.7K | 0.05% | 380 |
|
|
2023
Q1 | $441K | Sell |
102,520
-1,764
| -2% | -$7.59K | 0.04% | 440 |
|
|
2022
Q4 | $525K | Sell |
104,284
-2,190
| -2% | -$11K | 0.05% | 490 |
|
|
2022
Q3 | $420K | Buy |
106,474
+3,734
| +4% | +$14.7K | 0.04% | 561 |
|
|
2022
Q2 | $439K | Sell |
102,740
-5,531
| -5% | -$23.6K | 0.04% | 567 |
|
|
2022
Q1 | $547K | Sell |
108,271
-6,627
| -6% | -$33.5K | 0.05% | 498 |
|
|
2021
Q4 | $543K | Buy |
+114,898
| New | +$543K | 0.05% | 479 |
|