SteelPeak Wealth’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,986
| Closed | -$1.29M | – | 392 |
|
|
2023
Q3 | $1.29M | Buy |
+3,986
| New | +$1.29M | 0.08% | 166 |
|
|
2023
Q1 | – | Sell |
-720
| Closed | -$216K | – | 357 |
|
|
2022
Q4 | $216K | Buy |
+720
| New | +$216K | 0.02% | 352 |
|
|
2022
Q2 | – | Sell |
-707
| Closed | -$230K | – | 394 |
|
|
2022
Q1 | $230K | Sell |
707
-14
| -2% | -$4.55K | 0.01% | 362 |
|
|
2021
Q4 | $217K | Hold |
721
| – | – | 0.01% | 360 |
|
|
2021
Q3 | $206K | Buy |
+721
| New | +$206K | 0.01% | 371 |
|