SlateStone Wealth’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
Q2 | – | Sell |
-2,720
| Closed | -$222K | – | 173 |
|
|
2020
Q1 | $222K | Sell |
2,720
-242
| -8% | -$19.8K | 0.06% | 157 |
|
|
2019
Q4 | $282K | Sell |
2,962
-218
| -7% | -$20.8K | 0.06% | 181 |
|
|
2019
Q3 | $285K | Sell |
3,180
-850
| -21% | -$76.2K | 0.08% | 139 |
|
|
2019
Q2 | $353K | Sell |
4,030
-715
| -15% | -$62.6K | 0.1% | 129 |
|
|
2019
Q1 | $371K | Buy |
+4,745
| New | +$371K | 0.11% | 110 |
|