Security National Trust’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-93
| Closed | -$5K | – | 411 |
|
|
2017
Q1 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 396 |
|
|
2016
Q1 | – | Sell |
-44
| Closed | -$2K | – | 457 |
|
|
2015
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 448 |
|
|
2015
Q1 | – | Sell |
-120
| Closed | -$6K | – | 474 |
|
|
2014
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 446 |
|
|
2014
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 461 |
|
|
2014
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 451 |
|
|
2014
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 444 |
|
|
2013
Q4 | $6K | Hold |
120
| – | – | ﹤0.01% | 448 |
|
|
2013
Q3 | $5K | Hold |
120
| – | – | ﹤0.01% | 440 |
|
|
2013
Q2 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 425 |
|