TD Ameritrade Investment Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-354
| Closed | -$122K | – | 26 |
|
2023
Q2 | $122K | Sell |
354
-18
| -5% | -$6.2K | ﹤0.01% | 199 |
|
2023
Q1 | $117K | Sell |
372
-79
| -18% | -$24.8K | ﹤0.01% | 210 |
|
2022
Q4 | $135K | Sell |
451
-168
| -27% | -$50.3K | ﹤0.01% | 215 |
|
2022
Q3 | $166K | Sell |
619
-50
| -7% | -$13.4K | ﹤0.01% | 221 |
|
2022
Q2 | $180K | Sell |
669
-96
| -13% | -$25.8K | ﹤0.01% | 228 |
|
2022
Q1 | $249K | Sell |
765
-777
| -50% | -$253K | ﹤0.01% | 228 |
|
2021
Q4 | $463K | Buy |
1,542
+814
| +112% | +$244K | ﹤0.01% | 185 |
|
2021
Q3 | $150K | Sell |
728
-603
| -45% | -$124K | ﹤0.01% | 228 |
|
2021
Q2 | $318K | Buy |
1,331
+595
| +81% | +$142K | ﹤0.01% | 202 |
|
2021
Q1 | $155K | Hold |
736
| – | – | ﹤0.01% | 233 |
|
2020
Q4 | $155K | Buy |
736
+8
| +1% | +$1.69K | ﹤0.01% | 233 |
|
2020
Q3 | $150K | Buy |
728
+68
| +10% | +$14K | ﹤0.01% | 228 |
|
2020
Q2 | $127K | Buy |
660
+44
| +7% | +$8.47K | ﹤0.01% | 233 |
|
2020
Q1 | $102K | Sell |
616
-33
| -5% | -$5.46K | ﹤0.01% | 234 |
|
2019
Q4 | $135K | Buy |
649
+313
| +93% | +$65.1K | ﹤0.01% | 223 |
|
2019
Q3 | $65K | Buy |
336
+276
| +460% | +$53.4K | ﹤0.01% | 254 |
|
2019
Q2 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 359 |
|