Bedel Financial Consulting’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,413
| Closed | -$62K | – | 209 |
|
|
2022
Q1 | $62K | Hold |
2,413
| – | – | 0.02% | 356 |
|
|
2021
Q4 | $59K | Hold |
2,413
| – | – | 0.02% | 366 |
|
|
2021
Q3 | $55K | Hold |
2,413
| – | – | 0.02% | 366 |
|
|
2021
Q2 | $63K | Hold |
2,413
| – | – | 0.02% | 344 |
|
|
2021
Q1 | $65K | Buy |
2,413
+100
| +4% | +$2.69K | 0.03% | 332 |
|
|
2020
Q4 | $54K | Hold |
2,313
| – | – | 0.02% | 305 |
|
|
2020
Q3 | $42K | Buy |
2,313
+53
| +2% | +$962 | 0.02% | 324 |
|
|
2020
Q2 | $33K | Sell |
2,260
-13
| -0.6% | -$190 | 0.02% | 332 |
|
|
2020
Q1 | $31K | Buy |
2,273
+13
| +0.6% | +$177 | 0.02% | 328 |
|
|
2019
Q4 | $45K | Hold |
2,260
| – | – | 0.03% | 303 |
|
|
2019
Q3 | $37K | Hold |
2,260
| – | – | 0.02% | 316 |
|
|
2019
Q2 | $38K | Sell |
2,260
-291
| -11% | -$4.89K | 0.02% | 311 |
|
|
2019
Q1 | $46K | Sell |
2,551
-1,842
| -42% | -$33.2K | 0.03% | 283 |
|
|
2018
Q4 | $64K | Buy |
4,393
+2
| +0% | +$29 | 0.05% | 223 |
|
|
2018
Q3 | $67K | Buy |
4,391
+3
| +0.1% | +$46 | 0.04% | 239 |
|
|
2018
Q2 | $59K | Buy |
4,388
+3
| +0.1% | +$40 | 0.04% | 250 |
|
|
2018
Q1 | $50K | Buy |
+4,385
| New | +$50K | 0.04% | 270 |
|