Selective Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-386
| Closed | -$66K | – | 148 |
|
|
2022
Q3 | $66K | Hold |
386
| – | – | 0.03% | 258 |
|
|
2022
Q2 | $63K | Hold |
386
| – | – | 0.02% | 283 |
|
|
2022
Q1 | $67K | Buy |
386
+36
| +10% | +$6.25K | 0.02% | 256 |
|
|
2021
Q4 | $59K | Hold |
350
| – | – | 0.02% | 249 |
|
|
2021
Q3 | $52K | Buy |
+350
| New | +$52K | 0.03% | 244 |
|