BA
Bellwether Advisors’s AES AES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30,632
| Closed | -$881K | – | 489 |
|
|
2022
Q4 | $881K | Buy |
+30,632
| New | +$881K | 0.26% | 66 |
|
|
2022
Q2 | – | Sell |
-131
| Closed | -$3K | – | 389 |
|
|
2022
Q1 | $3K | Hold |
131
| – | – | ﹤0.01% | 402 |
|
|
2021
Q4 | $3K | Sell |
131
-7
| -5% | -$160 | ﹤0.01% | 436 |
|
|
2021
Q3 | $3K | Buy |
+138
| New | +$3K | ﹤0.01% | 413 |
|