B. Riley Wealth Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,163
| Closed | -$179K | – | 1266 |
|
|
2024
Q2 | $179K | Buy |
+10,163
| New | +$179K | ﹤0.01% | 1257 |
|
|
2023
Q1 | – | Sell |
-15,691
| Closed | -$451K | – | 1518 |
|
|
2022
Q4 | $451K | Buy |
15,691
+4,855
| +45% | +$140K | 0.01% | 832 |
|
|
2022
Q3 | $246K | Buy |
+10,836
| New | +$246K | 0.01% | 1121 |
|
|
2015
Q1 | – | Sell |
-886
| Closed | -$12 | – | 608 |
|
|
2014
Q4 | $12 | Buy |
+886
| New | +$12 | ﹤0.01% | 2760 |
|
|
2014
Q3 | – | Sell |
-800
| Closed | -$12.4K | – | 687 |
|
|
2014
Q2 | $12.4K | Buy |
+800
| New | +$12.4K | ﹤0.01% | 1689 |
|