WealthPLAN Partners’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-75
| Closed | -$4.32K | – | 335 |
|
|
2023
Q2 | $4.32K | Sell |
75
-101
| -57% | -$5.81K | ﹤0.01% | 941 |
|
|
2023
Q1 | $8.86K | Buy |
+176
| New | +$8.86K | ﹤0.01% | 888 |
|
|
2017
Q2 | – | Sell |
-2,982
| Closed | -$184K | – | 189 |
|
|
2017
Q1 | $184K | Buy |
+2,982
| New | +$184K | 0.64% | 34 |
|
|
2016
Q3 | $484K | Sell |
8,191
-8,647
| -51% | -$511K | 0.16% | 85 |
|
|
2016
Q2 | $432K | Buy |
+16,838
| New | +$432K | 0.06% | 219 |
|
|
2015
Q4 | $523K | Buy |
+29,066
| New | +$523K | 0.08% | 151 |
|
|
2015
Q2 | $1.65M | Buy |
26,712
+15,980
| +149% | +$988K | 0.72% | 22 |
|
|
2015
Q1 | $588K | Buy |
+10,732
| New | +$588K | 0.27% | 64 |
|