Wealthspire Advisors (Maryland)’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,401
| Closed | -$14K | – | 487 |
|
|
2019
Q1 | $14K | Sell |
3,401
-806
| -19% | -$3.32K | ﹤0.01% | 1395 |
|
|
2018
Q4 | $17K | Sell |
4,207
-10,045
| -70% | -$40.6K | ﹤0.01% | 1258 |
|
|
2018
Q3 | $79K | Sell |
14,252
-2,949
| -17% | -$16.3K | 0.01% | 782 |
|
|
2018
Q2 | $85K | Sell |
17,201
-4,656
| -21% | -$23K | 0.01% | 768 |
|
|
2018
Q1 | $120K | Sell |
21,857
-3,550
| -14% | -$19.5K | 0.01% | 640 |
|
|
2017
Q4 | $130K | Sell |
25,407
-3,472
| -12% | -$17.8K | 0.01% | 620 |
|
|
2017
Q3 | $136K | Sell |
28,879
-1,025
| -3% | -$4.83K | 0.01% | 599 |
|
|
2017
Q2 | $121K | Sell |
29,904
-1,244
| -4% | -$5.03K | 0.01% | 615 |
|
|
2017
Q1 | $123K | Buy |
31,148
+29,259
| +1,549% | +$116K | 0.02% | 522 |
|
|
2016
Q4 | $8K | Sell |
1,889
-1,866
| -50% | -$7.9K | ﹤0.01% | 1279 |
|
|
2016
Q3 | $11K | Buy |
3,755
+1,797
| +92% | +$5.26K | ﹤0.01% | 1222 |
|
|
2016
Q2 | $6K | Sell |
1,958
-65
| -3% | -$199 | ﹤0.01% | 1293 |
|
|
2016
Q1 | $8K | Hold |
2,023
| – | – | ﹤0.01% | 1224 |
|
|
2015
Q4 | $8K | Buy |
+2,023
| New | +$8K | ﹤0.01% | 1239 |
|