SVA Wealth Management’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,000
| Closed | -$265K | – | 211 |
|
|
2018
Q2 | $265K | Sell |
5,000
-506
| -9% | -$26.8K | 0.03% | 190 |
|
|
2018
Q1 | $338K | Buy |
5,506
+506
| +10% | +$31.1K | 0.04% | 167 |
|
|
2017
Q4 | $298K | Sell |
5,000
-506
| -9% | -$30.2K | 0.03% | 181 |
|
|
2017
Q3 | $338K | Hold |
5,506
| – | – | 0.04% | 167 |
|
|
2017
Q2 | $344K | Buy |
5,506
+6
| +0.1% | +$375 | 0.04% | 158 |
|
|
2017
Q1 | $343K | Sell |
5,500
-108
| -2% | -$6.74K | 0.05% | 153 |
|
|
2016
Q4 | $366K | Sell |
5,608
-1,500
| -21% | -$97.9K | 0.05% | 156 |
|
|
2016
Q3 | $422K | Sell |
7,108
-1,050
| -13% | -$62.3K | 0.07% | 146 |
|
|
2016
Q2 | $431K | Sell |
8,158
-10,992
| -57% | -$581K | 0.07% | 147 |
|
|
2016
Q1 | $1.04M | Sell |
19,150
-75,999
| -80% | -$4.11M | 0.17% | 104 |
|
|
2015
Q4 | $5.9M | Sell |
95,149
-40
| -0% | -$2.48K | 1.02% | 28 |
|
|
2015
Q3 | $5.41M | Buy |
95,189
+950
| +1% | +$54K | 1.01% | 28 |
|
|
2015
Q2 | $5.83M | Buy |
94,239
+291
| +0.3% | +$18K | 1.07% | 28 |
|
|
2015
Q1 | $5.15M | Buy |
93,948
+84,847
| +932% | +$4.65M | 0.94% | 37 |
|
|
2014
Q4 | $510K | Buy |
9,101
+410
| +5% | +$23K | 0.19% | 113 |
|
|
2014
Q3 | $469K | Hold |
8,691
| – | – | 0.2% | 102 |
|
|
2014
Q2 | $474K | Buy |
8,691
+865
| +11% | +$47.2K | 0.2% | 101 |
|
|
2014
Q1 | $391K | Buy |
7,826
+1,220
| +18% | +$61K | 0.18% | 106 |
|
|
2013
Q4 | $337K | Buy |
+6,606
| New | +$337K | 0.2% | 107 |
|