WealthPLAN Partners’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,149
| Closed | -$5.83K | – | 328 |
|
|
2023
Q2 | $5.83K | Sell |
1,149
-1,666
| -59% | -$8.45K | ﹤0.01% | 878 |
|
|
2023
Q1 | $12.1K | Buy |
+2,815
| New | +$12.1K | ﹤0.01% | 819 |
|
|
2017
Q2 | – | Sell |
-2,752
| Closed | -$10.5K | – | 186 |
|
|
2017
Q1 | $10.5K | Buy |
+2,752
| New | +$10.5K | 0.04% | 260 |
|
|
2016
Q3 | $9.44K | Sell |
3,164
-3,390
| -52% | -$10.1K | ﹤0.01% | 612 |
|
|
2016
Q2 | $9.77K | Buy |
+6,554
| New | +$9.77K | ﹤0.01% | 1753 |
|
|
2015
Q4 | $13.8K | Buy |
+10,159
| New | +$13.8K | ﹤0.01% | 1045 |
|
|
2015
Q2 | $18K | Sell |
3,462
-62
| -2% | -$322 | 0.01% | 263 |
|
|
2015
Q1 | $20K | Buy |
+3,524
| New | +$20K | 0.01% | 316 |
|