Smith Salley Wealth Management’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,263
| Closed | -$279K | – | 189 |
|
|
2018
Q2 | $279K | Sell |
5,263
-87,019
| -94% | -$4.61M | 0.05% | 153 |
|
|
2018
Q1 | $5.02M | Buy |
92,282
+1,203
| +1% | +$65.5K | 0.9% | 42 |
|
|
2017
Q4 | $5.43M | Buy |
91,079
+327
| +0.4% | +$19.5K | 0.97% | 36 |
|
|
2017
Q3 | $5.57M | Sell |
90,752
-1,793
| -2% | -$110K | 1.07% | 36 |
|
|
2017
Q2 | $5.79M | Sell |
92,545
-71,436
| -44% | -$4.47M | 1.16% | 32 |
|
|
2017
Q1 | $10.2M | Sell |
163,981
-5,893
| -3% | -$368K | 2.1% | 6 |
|
|
2016
Q4 | $11.1M | Buy |
169,874
+2,050
| +1% | +$134K | 2.31% | 5 |
|
|
2016
Q3 | $9.96M | Sell |
167,824
-295
| -0.2% | -$17.5K | 2.21% | 6 |
|
|
2016
Q2 | $8.89M | Buy |
168,119
+3,648
| +2% | +$193K | 2.07% | 9 |
|
|
2016
Q1 | $8.89M | Buy |
164,471
+5,766
| +4% | +$312K | 2.23% | 7 |
|
|
2015
Q4 | $9.84M | Buy |
158,705
+5,408
| +4% | +$335K | 2.45% | 5 |
|
|
2015
Q3 | $8.71M | Buy |
153,297
+5,146
| +3% | +$292K | 2.35% | 7 |
|
|
2015
Q2 | $9.16M | Buy |
148,151
+5,754
| +4% | +$356K | 2.33% | 6 |
|
|
2015
Q1 | $7.8M | Buy |
142,397
+10,920
| +8% | +$598K | 1.99% | 8 |
|
|
2014
Q4 | $7.36M | Buy |
131,477
+17,415
| +15% | +$975K | 1.91% | 11 |
|
|
2014
Q3 | $6.16M | Buy |
114,062
+18,358
| +19% | +$992K | 1.63% | 14 |
|
|
2014
Q2 | $5.22M | Buy |
95,704
+39,834
| +71% | +$2.17M | 1.39% | 15 |
|
|
2014
Q1 | $2.79M | Buy |
55,870
+18,885
| +51% | +$944K | 1.75% | 19 |
|
|
2013
Q4 | $1.89M | Sell |
36,985
-435
| -1% | -$22.2K | 1.23% | 41 |
|
|
2013
Q3 | $1.82M | Buy |
37,420
+27,094
| +262% | +$1.32M | 1.47% | 35 |
|
|
2013
Q2 | $462K | Buy |
+10,326
| New | +$462K | 0.37% | 56 |
|