Advisor Partners II’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $250K | Sell |
16,457
-7,646
| -32% | -$116K | 0.01% | 1053 |
|
2023
Q2 | $500K | Sell |
24,103
-2,866
| -11% | -$59.4K | 0.02% | 608 |
|
2023
Q1 | $649K | Buy |
26,969
+6,165
| +30% | +$148K | 0.04% | 467 |
|
2022
Q4 | $598K | Buy |
20,804
+3,590
| +21% | +$103K | 0.04% | 473 |
|
2022
Q3 | $389K | Buy |
+17,214
| New | +$389K | 0.03% | 534 |
|