Baystate Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.86K | Buy |
96
+1
| +1% | +$16 | ﹤0.01% | 1078 |
|
|
2023
Q3 | $1.46K | Hold |
95
| – | – | ﹤0.01% | 850 |
|
|
2023
Q2 | $1.97K | Buy |
95
+1
| +1% | +$22 | ﹤0.01% | 845 |
|
|
2023
Q1 | $2.27K | Sell |
94
-184
| -66% | -$4.68K | ﹤0.01% | 812 |
|
|
2022
Q4 | $8K | Buy |
278
+1
| +0.4% | +$27 | ﹤0.01% | 604 |
|
|
2022
Q3 | $6K | Buy |
277
+2
| +0.7% | +$47 | ﹤0.01% | 616 |
|
|
2022
Q2 | $6K | Buy |
275
+2
| +0.7% | +$44 | ﹤0.01% | 637 |
|
|
2022
Q1 | $7K | Buy |
273
+2
| +0.7% | +$45 | ﹤0.01% | 616 |
|
|
2021
Q4 | $7K | Buy |
271
+181
| +201% | +$4.4K | ﹤0.01% | 604 |
|
|
2021
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 667 |
|
|
2021
Q2 | $2K | Buy |
90
+1
| +1% | +$26 | ﹤0.01% | 639 |
|
|
2021
Q1 | $2K | Hold |
89
| – | – | ﹤0.01% | 576 |
|
|
2020
Q4 | $2K | Buy |
89
+1
| +1% | +$21 | ﹤0.01% | 553 |
|
|
2020
Q3 | $2K | Buy |
88
+1
| +1% | +$17 | ﹤0.01% | 515 |
|
|
2020
Q2 | $1K | Hold |
87
| – | – | ﹤0.01% | 575 |
|
|
2020
Q1 | $1K | Buy |
87
+1
| +1% | +$18 | ﹤0.01% | 526 |
|
|
2019
Q4 | $2K | Buy |
86
+1
| +1% | +$18 | ﹤0.01% | 505 |
|
|
2019
Q3 | $1K | Buy |
85
+1
| +1% | +$16 | ﹤0.01% | 503 |
|
|
2019
Q2 | $1K | Sell |
84
-71
| -46% | -$1.2K | ﹤0.01% | 522 |
|
|
2019
Q1 | $3K | Buy |
155
+72
| +87% | +$1.21K | ﹤0.01% | 463 |
|
|
2018
Q4 | $1K | Buy |
83
+1
| +1% | +$15 | ﹤0.01% | 538 |
|
|
2018
Q3 | $1K | Hold |
82
| – | – | ﹤0.01% | 554 |
|
|
2018
Q2 | $1K | Buy |
82
+1
| +1% | +$12 | ﹤0.01% | 573 |
|
|
2018
Q1 | $1K | Hold |
81
| – | – | ﹤0.01% | 534 |
|
|
2017
Q4 | $1K | Hold |
81
| – | – | ﹤0.01% | 540 |
|
|
2017
Q3 | $1K | Hold |
81
| – | – | ﹤0.01% | 523 |
|
|
2017
Q2 | $1K | Buy |
81
+1
| +1% | +$11 | ﹤0.01% | 536 |
|
|
2017
Q1 | $1K | Buy |
+80
| New | +$914 | ﹤0.01% | 499 |
|
Other funds holding AES
OAG
