Waldron Private Wealth’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,734
| Closed | -$333K | – | 263 |
|
|
2020
Q1 | $333K | Buy |
+13,734
| New | +$333K | 0.04% | 177 |
|
|
2017
Q2 | – | Sell |
-3,342
| Closed | -$208K | – | 140 |
|
|
2017
Q1 | $208K | Buy |
+3,342
| New | +$208K | 0.05% | 206 |
|
|
2014
Q3 | – | Sell |
-6,323
| Closed | -$345K | – | 118 |
|
|
2014
Q2 | $345K | Sell |
6,323
-238
| -4% | -$13K | 0.16% | 59 |
|
|
2014
Q1 | $328K | Buy |
6,561
+195
| +3% | +$9.75K | 0.16% | 63 |
|
|
2013
Q4 | $325K | Buy |
+6,366
| New | +$325K | 0.15% | 60 |
|