Stevens First Principles Investment Advisors’s Aon AON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $243K | Hold |
1,257
| – | – | 0.14% | 59 |
|
|
2019
Q1 | $215K | Hold |
1,257
| – | – | 0.13% | 61 |
|
|
2018
Q4 | $183K | Sell |
1,257
-60
| -5% | -$8.74K | 0.12% | 60 |
|
|
2018
Q3 | $203K | Hold |
1,317
| – | – | 0.12% | 64 |
|
|
2018
Q2 | $181K | Buy |
1,317
+47
| +4% | +$6.46K | 0.11% | 64 |
|
|
2018
Q1 | $178K | Hold |
1,270
| – | – | 0.11% | 67 |
|
|
2017
Q4 | $170K | Hold |
1,270
| – | – | 0.09% | 81 |
|
|
2017
Q3 | $186K | Hold |
1,270
| – | – | 0.1% | 79 |
|
|
2017
Q2 | $169K | Hold |
1,270
| – | – | 0.1% | 76 |
|
|
2017
Q1 | $151K | Hold |
1,270
| – | – | 0.1% | 77 |
|
|
2016
Q4 | $142K | Hold |
1,270
| – | – | 0.1% | 77 |
|
|
2016
Q3 | $143K | Sell |
1,270
-35
| -3% | -$3.94K | 0.1% | 70 |
|
|
2016
Q2 | $143K | Sell |
1,305
-10
| -0.8% | -$1.1K | 0.11% | 69 |
|
|
2016
Q1 | $137K | Buy |
+1,315
| New | +$137K | 0.11% | 69 |
|