TrueWealth LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $170K | Hold |
|
|||||
|
2020
Q1 | $146K | Hold |
|
|||||
|
2019
Q4 | $184K | Hold |
|
|||||
|
2019
Q3 | $171K | Hold |
|
|||||
|
2019
Q2 | $171K | Hold |
|
|||||
|
2019
Q1 | $151K | Hold |
|
|||||
|
2018
Q4 | $128K | Hold |
|
|||||
|
2018
Q3 | $136K | Hold |
|
|||||
|
2018
Q2 | $121K | Hold |
|
|||||
|
2018
Q1 | $124K | Sell |
|
|||||
|
2017
Q4 | $155K | Buy |
|