TFO Wealth Partners’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$264 | – | 53 |
|
|
2024
Q1 | $264 | Hold |
3
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $222 | Buy |
+3
| New | +$222 | ﹤0.01% | 609 |
|
|
2023
Q3 | – | Sell |
-3
| Closed | -$190 | – | 1105 |
|
|
2023
Q2 | $190 | Hold |
3
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $193 | Sell |
3
-3
| -50% | -$193 | ﹤0.01% | 487 |
|
|
2022
Q4 | $197 | Buy |
+6
| New | +$197 | ﹤0.01% | 634 |
|