Sheets Smith Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,396
| Closed | -$702K | – | 275 |
|
|
2019
Q4 | $702K | Buy |
3,396
+173
| +5% | +$35.8K | 0.13% | 158 |
|
|
2019
Q3 | $624K | Buy |
3,223
+110
| +4% | +$21.3K | 0.13% | 166 |
|
|
2019
Q2 | $601K | Sell |
3,113
-19
| -0.6% | -$3.67K | 0.12% | 174 |
|
|
2019
Q1 | $535K | Sell |
3,132
-7
| -0.2% | -$1.2K | 0.12% | 188 |
|
|
2018
Q4 | $456K | Buy |
+3,139
| New | +$456K | 0.12% | 173 |
|