Strategic Investment Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,074
| Closed | -$734K | – | 181 |
|
|
2021
Q2 | $734K | Buy |
3,074
+1,236
| +67% | +$295K | 0.17% | 121 |
|
|
2021
Q1 | $423K | Buy |
1,838
+138
| +8% | +$31.8K | 0.11% | 153 |
|
|
2020
Q4 | $359K | Buy |
1,700
+113
| +7% | +$23.9K | 0.1% | 156 |
|
|
2020
Q3 | $328K | Buy |
1,587
+250
| +19% | +$51.7K | 0.11% | 129 |
|
|
2020
Q2 | $258K | Sell |
1,337
-4
| -0.3% | -$772 | 0.1% | 146 |
|
|
2020
Q1 | $221K | Buy |
+1,341
| New | +$221K | 0.1% | 144 |
|