Valeo Financial Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-965
| Closed | -$4K | – | 1899 |
|
|
2020
Q4 | $4K | Hold |
965
| – | – | ﹤0.01% | 1367 |
|
|
2020
Q3 | $2K | Hold |
965
| – | – | ﹤0.01% | 1332 |
|
|
2020
Q2 | $3K | Sell |
965
-438
| -31% | -$1.36K | ﹤0.01% | 1562 |
|
|
2020
Q1 | $4K | Buy |
1,403
+24
| +2% | +$68 | ﹤0.01% | 1277 |
|
|
2019
Q4 | $6K | Hold |
1,379
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q3 | $5K | Sell |
1,379
-5
| -0.4% | -$18 | ﹤0.01% | 1168 |
|
|
2019
Q2 | $6K | Sell |
1,384
-50
| -3% | -$217 | ﹤0.01% | 1132 |
|
|
2019
Q1 | $6K | Hold |
1,434
| – | – | ﹤0.01% | 1070 |
|
|
2018
Q4 | $6K | Sell |
1,434
-2,807
| -66% | -$11.7K | ﹤0.01% | 989 |
|
|
2018
Q3 | $22K | Buy |
4,241
+1,205
| +40% | +$6.25K | ﹤0.01% | 735 |
|
|
2018
Q2 | $16K | Buy |
3,036
+421
| +16% | +$2.22K | ﹤0.01% | 807 |
|
|
2018
Q1 | $14K | Hold |
2,615
| – | – | ﹤0.01% | 821 |
|
|
2017
Q4 | $13K | Sell |
2,615
-480
| -16% | -$2.39K | ﹤0.01% | 762 |
|
|
2017
Q3 | $15K | Buy |
+3,095
| New | +$15K | ﹤0.01% | 601 |
|