SW
SVB Wealth’s Aegon AEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,410
| Closed | -$42.2K | – | 453 |
|
|
2025
Q1 | $42.2K | Buy |
+6,410
| New | +$42.2K | ﹤0.01% | 579 |
|
|
2024
Q2 | – | Sell |
-10,286
| Closed | -$62.2K | – | 747 |
|
|
2024
Q1 | $62.2K | Buy |
+10,286
| New | +$62.2K | ﹤0.01% | 830 |
|
|
2022
Q4 | – | Sell |
-22,043
| Closed | -$87K | – | 1043 |
|
|
2022
Q3 | $87K | Buy |
+22,043
| New | +$87K | ﹤0.01% | 925 |
|
|
2021
Q3 | – | Sell |
-19,608
| Closed | -$81K | – | 1003 |
|
|
2021
Q2 | $81K | Sell |
19,608
-80,883
| -80% | -$334K | ﹤0.01% | 930 |
|
|
2021
Q1 | $475K | Buy |
100,491
+17,214
| +21% | +$81.4K | 0.01% | 534 |
|
|
2020
Q4 | $329K | Buy |
83,277
+43,685
| +110% | +$173K | ﹤0.01% | 595 |
|
|
2020
Q3 | $101K | Buy |
39,592
+6,213
| +19% | +$15.8K | ﹤0.01% | 675 |
|
|
2020
Q2 | $98K | Buy |
+33,379
| New | +$98K | ﹤0.01% | 580 |
|