WIA
Westbourne Investment Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-18,325
| Closed | -$997K | – | 90 |
|
|
2018
Q1 | $997K | Sell |
18,325
-4,792
| -21% | -$261K | 0.8% | 45 |
|
|
2017
Q4 | $1.38M | Sell |
23,117
-123
| -0.5% | -$7.33K | 1.04% | 28 |
|
|
2017
Q3 | $1.43M | Buy |
23,240
+120
| +0.5% | +$7.37K | 1.11% | 28 |
|
|
2017
Q2 | $1.45M | Buy |
23,120
+1,750
| +8% | +$109K | 1.18% | 25 |
|
|
2017
Q1 | $1.33M | Buy |
21,370
+8,945
| +72% | +$558K | 1.1% | 30 |
|
|
2016
Q4 | $811K | Sell |
12,425
-500
| -4% | -$32.6K | 0.71% | 47 |
|
|
2016
Q3 | $767K | Sell |
12,925
-630
| -5% | -$37.4K | 0.68% | 49 |
|
|
2016
Q2 | $717K | Sell |
13,555
-300
| -2% | -$15.9K | 0.65% | 47 |
|
|
2016
Q1 | $749K | Sell |
13,855
-200
| -1% | -$10.8K | 0.72% | 45 |
|
|
2015
Q4 | $871K | Sell |
14,055
-200
| -1% | -$12.4K | 0.84% | 43 |
|
|
2015
Q3 | $810K | Sell |
14,255
-340
| -2% | -$19.3K | 0.81% | 38 |
|
|
2015
Q2 | $902K | Buy |
+14,595
| New | +$902K | 0.82% | 44 |
|