Sugarloaf Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-57
| Closed | -$245 | – | 693 |
|
|
2023
Q1 | $245 | Hold |
57
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $287 | Buy |
+57
| New | +$287 | ﹤0.01% | 751 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | – | – | 668 |
|
|
2020
Q1 | $0 | Sell |
44
-357
| -89% | – | ﹤0.01% | 677 |
|
|
2019
Q4 | $2K | Buy |
+401
| New | +$2K | ﹤0.01% | 623 |
|