Smith Hayes Advisers’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $437K | Hold |
4,185
| – | – | 0.09% | 208 |
|
|
2015
Q4 | $386K | Hold |
4,185
| – | – | 0.08% | 217 |
|
|
2015
Q3 | $371K | Hold |
4,185
| – | – | 0.08% | 218 |
|
|
2015
Q2 | $418K | Sell |
4,185
-100
| -2% | -$9.99K | 0.08% | 225 |
|
|
2015
Q1 | $412K | Sell |
4,285
-2,611
| -38% | -$251K | 0.08% | 230 |
|
|
2014
Q4 | $654K | Hold |
6,896
| – | – | 0.14% | 177 |
|
|
2014
Q3 | $605K | Sell |
6,896
-72
| -1% | -$6.32K | 0.14% | 165 |
|
|
2014
Q2 | $628K | Buy |
6,968
+72
| +1% | +$6.49K | 0.15% | 157 |
|
|
2014
Q1 | $581K | Hold |
6,896
| – | – | 0.14% | 161 |
|
|
2013
Q4 | $579K | Buy |
+6,896
| New | +$579K | 0.19% | 142 |
|