Spire Wealth Management’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,394
| Closed | -$88.1K | – | 2350 |
|
|
2023
Q2 | $88.1K | Hold |
1,394
| – | – | ﹤0.01% | 1008 |
|
|
2023
Q1 | $89.8K | Hold |
1,394
| – | – | ﹤0.01% | 1000 |
|
|
2022
Q4 | $70K | Sell |
1,394
-189
| -12% | -$9.49K | ﹤0.01% | 864 |
|
|
2022
Q3 | $57K | Hold |
1,583
| – | – | ﹤0.01% | 901 |
|
|
2022
Q2 | $58K | Hold |
1,583
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q1 | $59K | Hold |
1,583
| – | – | ﹤0.01% | 1385 |
|
|
2021
Q4 | $84K | Sell |
1,583
-120
| -7% | -$6.37K | ﹤0.01% | 1481 |
|
|
2021
Q3 | $74K | Hold |
1,703
| – | – | ﹤0.01% | 1312 |
|
|
2021
Q2 | $71K | Hold |
1,703
| – | – | ﹤0.01% | 1333 |
|
|
2021
Q1 | $79K | Buy |
+1,703
| New | +$79K | ﹤0.01% | 1496 |
|