Sowell Financial Services’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-75,663
| Closed | -$276K | – | 3083 |
|
|
2020
Q4 | $276K | Buy |
+75,663
| New | +$276K | 0.01% | 730 |
|
|
2020
Q2 | – | Sell |
-82,119
| Closed | -$189K | – | 2437 |
|
|
2020
Q1 | $189K | Sell |
82,119
-11,978
| -13% | -$27.6K | 0.01% | 664 |
|
|
2019
Q4 | $393K | Buy |
94,097
+18,551
| +25% | +$77.5K | 0.03% | 517 |
|
|
2019
Q3 | $288K | Buy |
+75,546
| New | +$288K | 0.02% | 546 |
|
|
2019
Q1 | $171K | Buy |
+41,752
| New | +$171K | 0.02% | 536 |
|
|
2018
Q4 | – | Sell |
-29,560
| Closed | -$163K | – | 461 |
|
|
2018
Q3 | $163K | Buy |
+29,560
| New | +$163K | 0.02% | 345 |
|
|
2017
Q1 | – | Sell |
-213
| Closed | -$1K | – | 260 |
|
|
2016
Q4 | $1K | Buy |
+213
| New | +$1K | ﹤0.01% | 604 |
|