Zeke Capital Advisors’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $369K | Buy |
+1,230
| New | +$369K | 0.02% | 298 |
|
|
2022
Q2 | – | Sell |
-1,005
| Closed | -$327K | – | 485 |
|
|
2022
Q1 | $327K | Buy |
+1,005
| New | +$327K | 0.02% | 343 |
|
|
2018
Q4 | – | Sell |
-4,469
| Closed | -$687K | – | 535 |
|
|
2018
Q3 | $687K | Hold |
4,469
| – | – | 0.06% | 321 |
|
|
2018
Q2 | $613K | Hold |
4,469
| – | – | 0.06% | 263 |
|
|
2018
Q1 | $627K | Buy |
4,469
+1,771
| +66% | +$248K | 0.06% | 283 |
|
|
2017
Q4 | $362K | Sell |
2,698
-1,155
| -30% | -$155K | 0.04% | 357 |
|
|
2017
Q3 | $563K | Buy |
3,853
+1,128
| +41% | +$165K | 0.08% | 200 |
|
|
2017
Q2 | $362K | Buy |
2,725
+683
| +33% | +$90.7K | 0.07% | 167 |
|
|
2017
Q1 | $242K | Buy |
+2,042
| New | +$242K | 0.05% | 217 |
|