44 Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.8M | Sell |
279,585
-2,989
| -1% | -$62K | 1.98% | 8 |
|
|
2023
Q1 | $6.8M | Buy |
282,574
+5,893
| +2% | +$142K | 2.3% | 4 |
|
|
2022
Q4 | $7.96M | Sell |
276,681
-40
| -0% | -$1.15K | 2.75% | 4 |
|
|
2022
Q3 | $6.25M | Buy |
+276,721
| New | +$6.25M | 2.57% | 4 |
|
|
2022
Q2 | – | Sell |
-235,261
| Closed | -$6.05M | – | 166 |
|
|
2022
Q1 | $6.05M | Sell |
235,261
-2,552
| -1% | -$65.7K | 2.18% | 10 |
|
|
2021
Q4 | $5.78M | Buy |
237,813
+4,331
| +2% | +$105K | 2.01% | 10 |
|
|
2021
Q3 | $5.33M | Buy |
233,482
+2,048
| +0.9% | +$46.8K | 2.04% | 10 |
|
|
2021
Q2 | $6.03M | Buy |
+231,434
| New | +$6.03M | 2.32% | 4 |
|