Shine Investment Advisory Services’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $326K | Buy |
1,578
+716
| +83% | +$148K | 0.11% | 95 |
|
|
2020
Q2 | $166K | Hold |
862
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $142K | Hold |
862
| – | – | 0.07% | 140 |
|
|
2019
Q4 | $180K | Hold |
862
| – | – | 0.07% | 134 |
|
|
2019
Q3 | $167K | Sell |
862
-104
| -11% | -$20.1K | 0.08% | 120 |
|
|
2019
Q2 | $186K | Sell |
966
-60
| -6% | -$11.6K | 0.09% | 119 |
|
|
2019
Q1 | $175K | Hold |
1,026
| – | – | 0.08% | 130 |
|
|
2018
Q4 | $149K | Sell |
1,026
-9
| -0.9% | -$1.31K | 0.07% | 125 |
|
|
2018
Q3 | $159K | Hold |
1,035
| – | – | 0.08% | 124 |
|
|
2018
Q2 | $142K | Buy |
1,035
+969
| +1,468% | +$133K | 0.07% | 132 |
|
|
2018
Q1 | $9K | Hold |
66
| – | – | ﹤0.01% | 539 |
|
|
2017
Q4 | $9K | Sell |
66
-14
| -18% | -$1.91K | ﹤0.01% | 538 |
|
|
2017
Q3 | $12K | Hold |
80
| – | – | 0.01% | 503 |
|
|
2017
Q2 | $11K | Buy |
+80
| New | +$11K | 0.01% | 500 |
|