Wealthcare Advisory Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-384
| Closed | -$88K | – | 615 |
|
|
2021
Q1 | $88K | Buy |
+384
| New | +$88K | 0.01% | 704 |
|
|
2020
Q1 | – | Sell |
-70
| Closed | -$15K | – | 1473 |
|
|
2019
Q4 | $15K | Hold |
70
| – | – | ﹤0.01% | 832 |
|
|
2019
Q3 | $14K | Hold |
70
| – | – | ﹤0.01% | 837 |
|
|
2019
Q2 | $14K | Hold |
70
| – | – | ﹤0.01% | 810 |
|
|
2019
Q1 | $12K | Sell |
70
-22
| -24% | -$3.77K | ﹤0.01% | 766 |
|
|
2018
Q4 | $13K | Hold |
92
| – | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $14K | Buy |
92
+22
| +31% | +$3.35K | ﹤0.01% | 757 |
|
|
2018
Q2 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 824 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1074 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 964 |
|