Seven Bridges Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-9,811
| Closed | -$1.1M | – | 141 |
|
2016
Q3 | $1.1M | Sell |
9,811
-4,031
| -29% | -$454K | 0.98% | 26 |
|
2016
Q2 | $1.51M | Buy |
13,842
+302
| +2% | +$33K | 1.3% | 22 |
|
2016
Q1 | $1.41M | Sell |
13,540
-1,616
| -11% | -$169K | 1.12% | 26 |
|
2015
Q4 | $1.4M | Buy |
+15,156
| New | +$1.4M | 1.4% | 17 |
|