Westover Capital Advisors’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-196,423
| Closed | -$1.17M | – | 90 |
|
|
2014
Q2 | $1.17M | Sell |
196,423
-8,016
| -4% | -$47.7K | 0.99% | 38 |
|
|
2014
Q1 | $1.28M | Sell |
204,439
-4,207
| -2% | -$26.3K | 1.19% | 33 |
|
|
2013
Q4 | $1.34M | Sell |
208,646
-946
| -0.5% | -$6.09K | 1.28% | 33 |
|
|
2013
Q3 | $1.05M | Sell |
209,592
-12,236
| -6% | -$61.5K | 1.09% | 38 |
|
|
2013
Q2 | $1.02M | Buy |
+221,828
| New | +$1.02M | 1% | 39 |
|