Worth Asset Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-62
| Closed | -$21.4K | – | 111 |
|
|
2023
Q2 | $21.4K | Hold |
62
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $19.5K | Hold |
62
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $18.6K | Hold |
62
| – | – | 0.01% | 263 |
|
|
2022
Q3 | $17K | Hold |
62
| – | – | 0.01% | 229 |
|
|
2022
Q2 | $17K | Hold |
62
| – | – | 0.01% | 310 |
|
|
2022
Q1 | $17K | Buy |
+62
| New | +$17K | 0.01% | 316 |
|