Alterna Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,348
| Closed | -$203K | – | 121 |
|
|
2021
Q4 | $203K | Buy |
+8,348
| New | +$203K | 0.17% | 110 |
|
|
2020
Q3 | – | Sell |
-26,421
| Closed | -$383K | – | 89 |
|
|
2020
Q2 | $383K | Buy |
26,421
+15,553
| +143% | +$225K | 0.46% | 49 |
|
|
2020
Q1 | $148K | Sell |
10,868
-2,567
| -19% | -$35K | 0.21% | 61 |
|
|
2019
Q4 | $267K | Sell |
13,435
-702
| -5% | -$14K | 0.3% | 77 |
|
|
2019
Q3 | $231K | Buy |
14,137
+3,389
| +32% | +$55.4K | 0.27% | 76 |
|
|
2019
Q2 | $180K | Buy |
10,748
+127
| +1% | +$2.13K | 0.22% | 84 |
|
|
2019
Q1 | $192K | Sell |
10,621
-29,759
| -74% | -$538K | 0.16% | 88 |
|
|
2018
Q4 | $489K | Buy |
+40,380
| New | +$489K | 0.08% | 175 |
|