Secure Asset Management’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,222
| Closed | -$29K | – | 153 |
|
|
2020
Q3 | $29K | Sell |
12,222
-110,736
| -90% | -$263K | 0.02% | 142 |
|
|
2020
Q2 | $334K | Sell |
122,958
-7,460
| -6% | -$20.3K | 0.24% | 102 |
|
|
2020
Q1 | $300K | Sell |
130,418
-2,543
| -2% | -$5.85K | 0.32% | 76 |
|
|
2019
Q4 | $556K | Buy |
+132,961
| New | +$556K | 0.39% | 69 |
|