TrueWealth LLC’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $170K | Hold |
884
| – | – | 0.07% | 148 |
|
|
2020
Q1 | $146K | Hold |
884
| – | – | 0.07% | 150 |
|
|
2019
Q4 | $184K | Hold |
884
| – | – | 0.07% | 148 |
|
|
2019
Q3 | $171K | Hold |
884
| – | – | 0.07% | 144 |
|
|
2019
Q2 | $171K | Hold |
884
| – | – | 0.08% | 148 |
|
|
2019
Q1 | $151K | Hold |
884
| – | – | 0.07% | 156 |
|
|
2018
Q4 | $128K | Hold |
884
| – | – | 0.06% | 164 |
|
|
2018
Q3 | $136K | Hold |
884
| – | – | 0.06% | 169 |
|
|
2018
Q2 | $121K | Hold |
884
| – | – | 0.06% | 179 |
|
|
2018
Q1 | $124K | Sell |
884
-273
| -24% | -$38.3K | 0.06% | 172 |
|
|
2017
Q4 | $155K | Buy |
+1,157
| New | +$155K | 0.07% | 162 |
|