Winslow Evans & Crocker’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $13K | Buy |
+61
| New | +$13K | ﹤0.01% | 887 |
|
|
2019
Q3 | – | Sell |
-16
| Closed | -$4K | – | 1142 |
|
|
2019
Q2 | $4K | Sell |
16
-8
| -33% | -$2K | ﹤0.01% | 976 |
|
|
2019
Q1 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 911 |
|
|
2017
Q3 | – | Sell |
-61
| Closed | -$8.11K | – | 1122 |
|
|
2017
Q2 | $8.11K | Sell |
61
-1
| -2% | -$133 | ﹤0.01% | 960 |
|
|
2017
Q1 | $7.24K | Hold |
62
| – | – | ﹤0.01% | 961 |
|
|
2016
Q4 | $6.8K | Sell |
62
-110
| -64% | -$12.1K | ﹤0.01% | 966 |
|
|
2016
Q3 | $19.2K | Sell |
172
-14
| -8% | -$1.57K | 0.01% | 745 |
|
|
2016
Q2 | $20.1K | Buy |
186
+2
| +1% | +$216 | 0.01% | 693 |
|
|
2016
Q1 | $19.2K | Sell |
184
-2
| -1% | -$209 | 0.01% | 714 |
|
|
2015
Q4 | $17K | Hold |
186
| – | – | ﹤0.01% | 785 |
|
|
2015
Q3 | $16.3K | Hold |
186
| – | – | 0.01% | 776 |
|
|
2015
Q2 | $18.3K | Buy |
186
+172
| +1,229% | +$17K | 0.01% | 783 |
|
|
2015
Q1 | $1.25K | Hold |
14
| – | – | ﹤0.01% | 1201 |
|
|
2014
Q4 | $1.23K | Sell |
14
-64
| -82% | -$5.64K | ﹤0.01% | 1226 |
|
|
2014
Q3 | $6.75K | Buy |
78
+1
| +1% | +$87 | ﹤0.01% | 993 |
|
|
2014
Q2 | $6.94K | Hold |
77
| – | – | ﹤0.01% | 951 |
|
|
2014
Q1 | $6.49K | Hold |
77
| – | – | ﹤0.01% | 962 |
|
|
2013
Q4 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 1069 |
|