Winthrop Partners - WNY’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $261K | Hold |
1,350
| – | – | 0.18% | 95 |
|
|
2019
Q2 | $261K | Hold |
1,350
| – | – | 0.2% | 93 |
|
|
2019
Q1 | $234K | Hold |
1,350
| – | – | 0.18% | 92 |
|
|
2018
Q4 | $196K | Hold |
1,350
| – | – | 0.18% | 94 |
|
|
2018
Q3 | $208K | Hold |
1,350
| – | – | 0.17% | 102 |
|
|
2018
Q2 | $185K | Hold |
1,350
| – | – | 0.15% | 105 |
|
|
2018
Q1 | $188K | Hold |
1,350
| – | – | 0.14% | 120 |
|
|
2017
Q4 | $200K | Buy |
+1,350
| New | +$200K | 0.16% | 122 |
|