YorkBridge Wealth Partners’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $668K | Sell |
2,226
-165
| -7% | -$49.5K | 0.17% | 107 |
|
|
2022
Q3 | $640K | Buy |
2,391
+80
| +3% | +$21.4K | 0.17% | 106 |
|
|
2022
Q2 | $623K | Hold |
2,311
| – | – | 0.16% | 110 |
|
|
2022
Q1 | $753K | Sell |
2,311
-15
| -0.6% | -$4.89K | 0.17% | 108 |
|
|
2021
Q4 | $699K | Sell |
2,326
-150
| -6% | -$45.1K | 0.16% | 111 |
|
|
2021
Q3 | $708K | Sell |
2,476
-50
| -2% | -$14.3K | 0.18% | 101 |
|
|
2021
Q2 | $603K | Hold |
2,526
| – | – | 0.16% | 109 |
|
|
2021
Q1 | $581K | Sell |
2,526
-160
| -6% | -$36.8K | 0.17% | 105 |
|
|
2020
Q4 | $567K | Hold |
2,686
| – | – | 0.19% | 95 |
|
|
2020
Q3 | $554K | Hold |
2,686
| – | – | 0.23% | 86 |
|
|
2020
Q2 | $517K | Sell |
2,686
-90
| -3% | -$17.3K | 0.24% | 87 |
|
|
2020
Q1 | $458K | Hold |
2,776
| – | – | 0.28% | 83 |
|
|
2019
Q4 | $578K | Sell |
2,776
-120
| -4% | -$25K | 0.26% | 91 |
|
|
2019
Q3 | $561K | Sell |
2,896
-22
| -0.8% | -$4.26K | 0.28% | 89 |
|
|
2019
Q2 | $563K | Buy |
2,918
+952
| +48% | +$184K | 0.25% | 86 |
|
|
2019
Q1 | $336K | Buy |
1,966
+1,650
| +522% | +$282K | 0.15% | 125 |
|
|
2018
Q4 | $46K | Buy |
316
+300
| +1,875% | +$43.7K | 0.02% | 338 |
|
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 699 |
|
|
2018
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 763 |
|