SWM
SVA Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-18,616
| Closed | -$881K | – | 203 |
|
|
2015
Q2 | $881K | Buy |
18,616
+253
| +1% | +$12K | 0.16% | 122 |
|
|
2015
Q1 | $858K | Buy |
18,363
+4,167
| +29% | +$195K | 0.16% | 128 |
|
|
2014
Q4 | $668K | Buy |
14,196
+1,063
| +8% | +$50K | 0.24% | 96 |
|
|
2014
Q3 | $596K | Buy |
13,133
+85
| +0.7% | +$3.86K | 0.25% | 91 |
|
|
2014
Q2 | $608K | Buy |
13,048
+2,108
| +19% | +$98.2K | 0.26% | 85 |
|
|
2014
Q1 | $521K | Buy |
10,940
+1,810
| +20% | +$86.2K | 0.25% | 94 |
|
|
2013
Q4 | $428K | Buy |
+9,130
| New | +$428K | 0.26% | 92 |
|