Wealthfront’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $596K | Buy |
8,000
+1,482
| +23% | +$110K | 0.01% | 353 |
|
|
2018
Q2 | $425K | Sell |
6,518
-1,421
| -18% | -$92.7K | ﹤0.01% | 388 |
|
|
2018
Q1 | $546K | Buy |
7,939
+1,275
| +19% | +$87.7K | 0.01% | 369 |
|
|
2017
Q4 | $422K | Buy |
6,664
+1,523
| +30% | +$96.4K | ﹤0.01% | 383 |
|
|
2017
Q3 | $316K | Buy |
+5,141
| New | +$316K | ﹤0.01% | 409 |
|
|
2015
Q4 | – | Sell |
-331
| Closed | -$14K | – | 320 |
|
|
2015
Q3 | $14K | Sell |
331
-268
| -45% | -$11.3K | ﹤0.01% | 847 |
|
|
2015
Q2 | $28K | Buy |
599
+416
| +227% | +$19.4K | ﹤0.01% | 569 |
|
|
2015
Q1 | $9K | Buy |
183
+181
| +9,050% | +$8.9K | ﹤0.01% | 652 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 664 |
|