Transform Wealth’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,463
| Closed | -$29K | – | 197 |
|
|
2020
Q3 | $29K | Hold |
12,463
| – | – | ﹤0.01% | 215 |
|
|
2020
Q2 | $34K | Sell |
12,463
-1,626
| -12% | -$4.44K | 0.01% | 222 |
|
|
2020
Q1 | $32K | Hold |
14,089
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $59K | Sell |
14,089
-1,626
| -10% | -$6.81K | 0.01% | 225 |
|
|
2019
Q3 | $60K | Sell |
15,715
-9,081
| -37% | -$34.7K | 0.01% | 207 |
|
|
2019
Q2 | $109K | Sell |
24,796
-3,221
| -11% | -$14.2K | 0.02% | 226 |
|
|
2019
Q1 | $115K | Sell |
28,017
-9,339
| -25% | -$38.3K | 0.02% | 158 |
|
|
2018
Q4 | $149K | Sell |
37,356
-3,502
| -9% | -$14K | 0.03% | 176 |
|
|
2018
Q3 | $225K | Sell |
40,858
-4,101
| -9% | -$22.6K | 0.04% | 178 |
|
|
2018
Q2 | $222K | Sell |
44,959
-5,457
| -11% | -$26.9K | 0.04% | 202 |
|
|
2018
Q1 | $278K | Sell |
50,416
-3,689
| -7% | -$20.3K | 0.05% | 208 |
|
|
2017
Q4 | $277K | Hold |
54,105
| – | – | 0.05% | 221 |
|
|
2017
Q3 | $255K | Sell |
54,105
-3,399
| -6% | -$16K | 0.09% | 191 |
|
|
2017
Q2 | $233K | Sell |
57,504
-37,391
| -39% | -$152K | 0.26% | 58 |
|
|
2017
Q1 | $374K | Sell |
94,895
-2,599
| -3% | -$10.2K | 0.14% | 163 |
|
|
2016
Q4 | $415K | Buy |
97,494
+28,598
| +42% | +$122K | 0.16% | 161 |
|
|
2016
Q3 | $205K | Sell |
68,896
-29,388
| -30% | -$87.4K | 0.09% | 189 |
|
|
2016
Q2 | $293K | Buy |
+98,284
| New | +$293K | 0.12% | 173 |
|