WKWM
Walter & Keenan Wealth Management’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,171
| Closed | -$317K | – | 113 |
|
|
2019
Q4 | $317K | Hold |
6,171
| – | – | 0.12% | 122 |
|
|
2019
Q3 | $344K | Hold |
6,171
| – | – | 0.13% | 115 |
|
|
2019
Q2 | $329K | Hold |
6,171
| – | – | 0.14% | 112 |
|
|
2019
Q1 | $266K | Buy |
6,171
+2,000
| +48% | +$86.2K | 0.12% | 129 |
|
|
2018
Q4 | $164K | Hold |
4,171
| – | – | 0.07% | 150 |
|
|
2018
Q3 | $222 | Hold |
4,171
| – | – | 0.07% | 150 |
|
|
2018
Q2 | $221K | Hold |
4,171
| – | – | 0.1% | 154 |
|
|
2018
Q1 | $227K | Hold |
4,171
| – | – | 0.1% | 157 |
|
|
2017
Q4 | $249K | Hold |
4,171
| – | – | 0.1% | 151 |
|
|
2017
Q3 | $256K | Hold |
4,171
| – | – | 0.12% | 138 |
|
|
2017
Q2 | $261K | Hold |
4,171
| – | – | 0.13% | 127 |
|
|
2017
Q1 | $260K | Hold |
4,171
| – | – | 0.13% | 125 |
|
|
2016
Q4 | $272K | Hold |
4,171
| – | – | 0.14% | 119 |
|
|
2016
Q3 | $248K | Hold |
4,171
| – | – | 0.14% | 122 |
|
|
2016
Q2 | $221K | Hold |
4,171
| – | – | 0.12% | 125 |
|
|
2016
Q1 | $225K | Hold |
4,171
| – | – | 0.13% | 123 |
|
|
2015
Q4 | $258K | Hold |
4,171
| – | – | 0.15% | 116 |
|
|
2015
Q3 | $237K | Hold |
4,171
| – | – | 0.15% | 118 |
|
|
2015
Q2 | $258K | Hold |
4,171
| – | – | 0.15% | 119 |
|
|
2015
Q1 | $229K | Sell |
4,171
-35
| -0.8% | -$1.92K | 0.13% | 128 |
|
|
2014
Q4 | $236K | Buy |
4,206
+35
| +0.8% | +$1.96K | 0.13% | 122 |
|
|
2014
Q3 | $225K | Hold |
4,171
| – | – | 0.13% | 132 |
|
|
2014
Q2 | $228K | Hold |
4,171
| – | – | 0.12% | 133 |
|
|
2014
Q1 | $209K | Buy |
+4,171
| New | +$209K | 0.11% | 131 |
|