Welch & Forbes’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,940
| Closed | -$208K | – | 361 |
|
|
2018
Q2 | $208K | Sell |
3,940
-126
| -3% | -$6.65K | 0.01% | 346 |
|
|
2018
Q1 | $221K | Sell |
4,066
-394
| -9% | -$21.4K | 0.01% | 338 |
|
|
2017
Q4 | $266K | Hold |
4,460
| – | – | 0.01% | 307 |
|
|
2017
Q3 | $274K | Sell |
4,460
-9
| -0.2% | -$553 | 0.01% | 302 |
|
|
2017
Q2 | $279K | Sell |
4,469
-238
| -5% | -$14.9K | 0.01% | 303 |
|
|
2017
Q1 | $294K | Buy |
4,707
+238
| +5% | +$14.9K | 0.01% | 293 |
|
|
2016
Q4 | $292K | Buy |
+4,469
| New | +$292K | 0.01% | 291 |
|