Wealthspire Advisors (Maryland)’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $869K | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $293K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $162K | Buy |
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|
2018
Q4 | $136K | Buy |
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|
2018
Q3 | $143K | Buy |
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|
2018
Q2 | $126K | Buy |
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|
2018
Q1 | $125K | Sell |
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|
2017
Q4 | $125K | Buy |
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|
2017
Q3 | $102K | Buy |
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|
2017
Q2 | $89K | Buy |
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|
2017
Q1 | $72K | Buy |
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|
2016
Q4 | $58K | Buy |
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|
2016
Q3 | $54K | Buy |
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|
2016
Q2 | $51K | Buy |
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|
2016
Q1 | $47K | Sell |
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|
2015
Q4 | $42K | Buy |
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