YorkBridge Wealth Partners’s American International AIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $820K | Sell |
12,974
-1,095
| -8% | -$69.2K | 0.21% | 96 |
|
|
2022
Q3 | $668K | Buy |
14,069
+1,484
| +12% | +$70.5K | 0.17% | 103 |
|
|
2022
Q2 | $643K | Buy |
12,585
+420
| +3% | +$21.5K | 0.17% | 108 |
|
|
2022
Q1 | $764K | Sell |
12,165
-621
| -5% | -$39K | 0.17% | 106 |
|
|
2021
Q4 | $727K | Sell |
12,786
-905
| -7% | -$51.5K | 0.16% | 106 |
|
|
2021
Q3 | $751K | Buy |
13,691
+1,548
| +13% | +$84.9K | 0.19% | 98 |
|
|
2021
Q2 | $578K | Buy |
12,143
+1,103
| +10% | +$52.5K | 0.15% | 114 |
|
|
2021
Q1 | $510K | Buy |
11,040
+3,732
| +51% | +$172K | 0.15% | 117 |
|
|
2020
Q4 | $277K | Sell |
7,308
-43
| -0.6% | -$1.63K | 0.09% | 156 |
|
|
2020
Q3 | $202K | Sell |
7,351
-865
| -11% | -$23.8K | 0.08% | 172 |
|
|
2020
Q2 | $256K | Sell |
8,216
-587
| -7% | -$18.3K | 0.12% | 147 |
|
|
2020
Q1 | $213K | Buy |
8,803
+1,543
| +21% | +$37.3K | 0.13% | 148 |
|
|
2019
Q4 | $373K | Buy |
7,260
+1,221
| +20% | +$62.7K | 0.17% | 126 |
|
|
2019
Q3 | $336K | Buy |
6,039
+125
| +2% | +$6.96K | 0.17% | 125 |
|
|
2019
Q2 | $315K | Buy |
5,914
+223
| +4% | +$11.9K | 0.14% | 136 |
|
|
2019
Q1 | $245K | Buy |
5,691
+2,155
| +61% | +$92.8K | 0.11% | 150 |
|
|
2018
Q4 | $139K | Sell |
3,536
-1,005
| -22% | -$39.5K | 0.07% | 197 |
|
|
2018
Q3 | $241K | Hold |
4,541
| – | – | 0.11% | 152 |
|
|
2018
Q2 | $241K | Buy |
4,541
+111
| +3% | +$5.89K | 0.11% | 158 |
|
|
2018
Q1 | $237K | Sell |
4,430
-500
| -10% | -$26.7K | 0.11% | 163 |
|
|
2017
Q4 | $299K | Sell |
4,930
-86
| -2% | -$5.22K | 0.14% | 138 |
|
|
2017
Q3 | $308K | Buy |
5,016
+121
| +2% | +$7.43K | 0.16% | 127 |
|
|
2017
Q2 | $310K | Buy |
4,895
+76
| +2% | +$4.81K | 0.16% | 125 |
|
|
2017
Q1 | $297K | Buy |
4,819
+2,047
| +74% | +$126K | 0.16% | 129 |
|
|
2016
Q4 | $179K | Buy |
+2,772
| New | +$179K | 0.11% | 164 |
|