Wealthspire Advisors (Maryland)’s Aaon AAON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,001
| Closed | -$31K | – | 461 |
|
|
2019
Q1 | $31K | Hold |
1,001
| – | – | ﹤0.01% | 1090 |
|
|
2018
Q4 | $23K | Buy |
1,001
+852
| +572% | +$19.6K | ﹤0.01% | 1135 |
|
|
2018
Q3 | $4K | Hold |
149
| – | – | ﹤0.01% | 1865 |
|
|
2018
Q2 | $3K | Sell |
149
-12
| -7% | -$242 | ﹤0.01% | 1961 |
|
|
2018
Q1 | $4K | Buy |
161
+12
| +8% | +$298 | ﹤0.01% | 1877 |
|
|
2017
Q4 | $4K | Buy |
149
+144
| +2,880% | +$3.87K | ﹤0.01% | 1878 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2226 |
|
|
2017
Q2 | $0 | Sell |
5
-4
| -44% | – | ﹤0.01% | 2178 |
|
|
2017
Q1 | $0 | Sell |
9
-11
| -55% | – | ﹤0.01% | 1906 |
|
|
2016
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 1739 |
|
|
2016
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 1721 |
|
|
2016
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 1679 |
|
|
2016
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1729 |
|
|
2015
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1714 |
|