Wealthfront’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.5M | Sell |
9,756
-1,194
| -11% | -$184K | 0.01% | 182 |
|
|
2018
Q2 | $1.5M | Buy |
10,950
+3,272
| +43% | +$449K | 0.02% | 163 |
|
|
2018
Q1 | $1.08M | Sell |
7,678
-839
| -10% | -$118K | 0.01% | 240 |
|
|
2017
Q4 | $1.14M | Buy |
8,517
+325
| +4% | +$43.5K | 0.01% | 206 |
|
|
2017
Q3 | $1.2M | Buy |
8,192
+1,337
| +20% | +$195K | 0.02% | 162 |
|
|
2017
Q2 | $911K | Buy |
6,855
+1,190
| +21% | +$158K | 0.01% | 163 |
|
|
2017
Q1 | $672K | Buy |
5,665
+268
| +5% | +$31.8K | 0.01% | 176 |
|
|
2016
Q4 | $602K | Buy |
5,397
+52
| +1% | +$5.8K | 0.01% | 164 |
|
|
2016
Q3 | $601K | Buy |
5,345
+786
| +17% | +$88.4K | 0.01% | 159 |
|
|
2016
Q2 | $498K | Buy |
4,559
+81
| +2% | +$8.85K | 0.01% | 171 |
|
|
2016
Q1 | $468K | Buy |
4,478
+1,301
| +41% | +$136K | 0.01% | 161 |
|
|
2015
Q4 | $293K | Buy |
3,177
+456
| +17% | +$42.1K | 0.01% | 219 |
|
|
2015
Q3 | $241K | Sell |
2,721
-282
| -9% | -$25K | 0.01% | 239 |
|
|
2015
Q2 | $299K | Buy |
3,003
+693
| +30% | +$69K | 0.01% | 194 |
|
|
2015
Q1 | $222K | Buy |
2,310
+252
| +12% | +$24.2K | 0.01% | 227 |
|
|
2014
Q4 | $195K | Sell |
2,058
-25
| -1% | -$2.37K | 0.01% | 221 |
|
|
2014
Q3 | $183K | Buy |
2,083
+569
| +38% | +$50K | 0.01% | 169 |
|
|
2014
Q2 | $137K | Buy |
1,514
+68
| +5% | +$6.15K | 0.01% | 162 |
|
|
2014
Q1 | $123K | Buy |
+1,446
| New | +$123K | 0.02% | 108 |
|