Strategic Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-978
| Closed | -$294K | – | 255 |
|
|
2021
Q4 | $294K | Buy |
978
+50
| +5% | +$15K | 0.06% | 231 |
|
|
2021
Q3 | $265K | Buy |
928
+10
| +1% | +$2.86K | 0.08% | 207 |
|
|
2021
Q2 | $219K | Buy |
+918
| New | +$219K | 0.07% | 212 |
|
|
2019
Q4 | – | Sell |
-621
| Closed | -$117 | – | 157 |
|
|
2019
Q3 | $117 | Sell |
621
-54
| -8% | -$10 | ﹤0.01% | 262 |
|
|
2019
Q2 | $130K | Hold |
675
| – | – | 0.06% | 158 |
|
|
2019
Q1 | $117K | Hold |
675
| – | – | 0.05% | 168 |
|
|
2018
Q4 | $99K | Hold |
675
| – | – | 0.05% | 177 |
|
|
2018
Q3 | $104K | Hold |
675
| – | – | 0.06% | 175 |
|
|
2018
Q2 | $93K | Sell |
675
-67
| -9% | -$9.23K | 0.05% | 202 |
|
|
2018
Q1 | $104K | Buy |
742
+675
| +1,007% | +$94.6K | 0.05% | 188 |
|
|
2017
Q4 | $10K | Buy |
+67
| New | +$10K | 0.01% | 537 |
|