Adams Diversified Equity Fund’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-582,500
Closed -$8.85M 87
2023
Q3
$8.85M Hold
582,500
0.38% 82
2023
Q2
$12.1M Hold
582,500
0.5% 82
2023
Q1
$14M Buy
+582,500
New +$14M 0.63% 66