Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $26K | Hold |
250
| – | – | 0.01% | 406 |
|
|
2020
Q2 | $24K | Hold |
250
| – | – | 0.01% | 430 |
|
|
2020
Q1 | $20K | Hold |
250
| – | – | 0.01% | 419 |
|
|
2019
Q4 | $24K | Hold |
250
| – | – | 0.01% | 454 |
|
|
2019
Q3 | $22K | Hold |
250
| – | – | 0.01% | 444 |
|
|
2019
Q2 | $22K | Sell |
250
-1,000
| -80% | -$88K | 0.01% | 438 |
|
|
2019
Q1 | $98K | Hold |
1,250
| – | – | 0.05% | 189 |
|
|
2018
Q4 | $92K | Hold |
1,250
| – | – | 0.05% | 178 |
|
|
2018
Q3 | $93K | Hold |
1,250
| – | – | 0.05% | 195 |
|
|
2018
Q2 | $82K | Hold |
1,250
| – | – | 0.04% | 217 |
|
|
2018
Q1 | $86K | Hold |
1,250
| – | – | 0.05% | 195 |
|
|
2017
Q4 | $79K | Hold |
1,250
| – | – | 0.04% | 218 |
|
|
2017
Q3 | $77K | Buy |
1,250
+1,000
| +400% | +$61.6K | 0.04% | 211 |
|
|
2017
Q2 | $14K | Buy |
+250
| New | +$14K | 0.01% | 479 |
|